The Executive Wealth Strategy Dinner

For Private Business Owners Hosted By Equitable Bank and Equitable Life

Guest Speaker - Chris Thompson - CFP, CLU, CHS, CHFC- Advance Case Consultant

Your company is more than income — it’s legacy.

In this private session, we’ll explore advanced strategies focused on:

• Tax-efficient growth
• Corporate and shareholder tax positioning
• Business exit and sale strategies
• Family wealth transfer planning
• Protecting what you’ve built from unnecessary taxation

If your goal is to grow, protect, and pass on wealth — this conversation is essential.

Invitation only.
Limited executive seating available.

Register now to reserve your seat.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Jyoti Purba