Beyond the Transaction: Strategic Partnerships to Increase Client Impact
Schedule
Thu May 14 2026 at 09:00 am to 02:00 pm
UTC-05:00Location
4252 S Cottage Grove Ave | Chicago, IL
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A partnership-building event for real estate, legal, financial, and business professionals focused on delivering wealth building services.About this Event
Beyond the Transaction: Strategic Partnerships to Increase Client Impact
An interactive networking experience for real estate, legal, financial, and business professionals focused on building strategic partnerships, expanding referral networks, and increasing client impact. The goal of this event it to move beyond the transaction to providing holistic wealth building resources. Each guest will leave with new referral partners, information, and resources to expand client services.
Agenda
🕑: 09:25 AM - 09:45 AM
Why the Right Mix of Capital, Strategy, and Professional Partnerships Matters
Host: AJ Patton - 548 Enterprises, CEO and Founder
🕑: 10:00 AM - 10:30 AM
Commercial Real Estate For High Net Worth Clients and Entrepreneurs
Host: Anthony Hardy, KW Commercial
🕑: 10:45 AM - 11:15 AM
Choosing the Right CPA for Tax Strategy
Host: Brian Jackson, Blake Allen CPA
🕑: 11:20 AM - 11:50 AM
Entity Formation for Asset Protection
Host: Ebony Lucas, The Closing Firm LLC
🕑: 11:50 AM - 12:20 PM
Networking Lunch
🕑: 12:20 PM - 12:50 PM
Funding and Grants for Business Initiatives and Commercial Real Estate
Host: City of Chicago Treasurer’s Office, City of Chicago Depa
🕑: 01:00 PM - 01:30 PM
Estate Planning & Managing Wealth Transfer
Host: Kemper Powell, Northern Trust
🕑: 01:30 PM - 02:00 PM
Speed Networking: 2 min Rounds
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Where is it happening?
4252 S Cottage Grove Ave, 4252 South Cottage Grove Avenue, Chicago, United StatesEvent Location & Nearby Stays:
Tickets
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