Name
Strategies for Wealth Enhancement
Date & Time
Tuesday, January 21, 2025, 10:00 AM - 10:45 AM
Speakers
Jon Couwenberg - Performance Brokerage Services
Courtney Bernhard - Performance Brokerage Services, Inc.
Brad Stanek - Morgan Stanley
Paulina Matel - Morgan Stanley
Jon Couwenberg Courtney Bernhard Brad Stanek Paulina Matel
Description

Morgan Stanley (Stanek-Haak) will share strategies for wealth enhancement, wealth protection, wealth transfer, and charitable giving. This presentation shares strategies for transferring wealth for powersports dealers, including tips from Performance Brokerage Services on buy and sell strategies for dealers seeking to acquire a new store or sell a current one.

Location Name
Mecklenburg Ballroom 1 & 2
Full Address
Sheraton Charlotte Hotel
555 S McDowell St
Charlotte NC 28204