Will Your Business Endure Without You?

Join us for an informative estate and succession planning seminar tailored to business owners. Hear how other business owners have protected their assets, minimized taxes, and ensured a smooth transition to heirs and successors. Our expert speakers will provide valuable insights and strategies to help you plan for your future and that of your business and family.

Light refreshments provided by Fidelity Investments and Ian Gatehouse, CIMA (Regional Director)

Speakers: Josh Mathison and Michael Norum

Josh Mathison is a Certified Financial Planner (CFP® ) Professional and has run his wealth management firm through Northwestern Mutual since 2007. Josh spends much of his time helping business owners understand what's possible regarding their financial futures. Josh and his wife Quinn have 3 beautiful children that keep them running all around the Coulee Region.

Michael Norum started out in the Northwestern Mutual internship in the summer of 2021. Since then, he has become a financial advisor running his own practice. Michael is currently enrolled in Viterbo's MBA program and is anticipated to graduate next May. In his free time, you can find Michael in the woods, either deer hunting or looking for his golf ball.

About Northwestern Mutual

Northwestern Mutual is a comprehensive financial services company that provides various insurance and investment products to individuals, families, and businesses. Founded in 1857, it is one of the oldest and largest mutual insurance companies with over $300 billion in assets under management. Northwestern Mutual is known for its strong financial stability and commitment to providing personalized financial planning services to clients.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries. Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. Joshua Mathison and Michael Norum are insurance agents of NM. Investment brokerage services provided as registered representatives of NMIS. Investment advisory services provided as Advisors of NMWMC.

About the SBDC

The SBDC at UW-La Crosse is organizing the event registration and is part of a statewide network of SBDCs working with business owners and entrepreneurs to facilitate growth and improvement, and to help launch successful new companies. Through no-cost consulting, low-cost entrepreneurial education, and strategic facilitation, SBDC experts serve as resources for small and emerging midsize companies. Visit www.uwlax.edu/sbdc.

The Wisconsin SBDC is hosted by the University of Wisconsin System Administration and is funded in part through a cooperative agreement with the U.S. Small Business Administration. All opinions, conclusions and/or recommendations expressed as part of this program are those of the presenters, are not intended to be professional advice to program participants, and do not necessarily reflect the views of the SBA, the SBDC or UW System.

Participating Organizations

Participating organizations include WSBDC, Northwestern Mutual, and Fidelity Investments. By registering for this event, the participant consents to the Wisconsin Small Business Development Center (WSBDC) providing the participant's contact and attendance information to the program's participating organizations.

This presentation is intended to provide general business information. Participants should consult competent legal, financial, tax, and/or other professional counsel as to the application of relevant information to their specific situation. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact the SBDC for assistance at [email protected] or 608.785.8782.

Host or Publisher Wisconsin Small Business Development Center at UW-La Crosse