11:30 am - 1:00 pm
The August membership meeting will be Thursday, August 24th, and it promises to be a very interesting meeting. If you are a business owner, you are always looking for ways to reduce your corporate and personal financial risks, including reducing your insurance costs, maintaining coverage levels, and creating added financial stability. You may also spend a great deal of time thinking about your long-term plans for your company and your employees.
Blair Patteson (Senior Vice President and Wealth Management Consultant) and Brian Massengill (Financial Advisor) from Morgan Stanley will talk about ways to address these questions, including Captive Insurance and Business Succession Planning. This will be a very interesting discussion, and as always, the meeting will also be a great opportunity for meeting old friends and networking.
The meeting will be at Calhoun’s in Oak Ridge, starting with networking at 11:30. Cost to attend is $30; this month, we are offering a new promotion – buy one attendee ticket, get one free! We look forward to seeing you then!