WealthPoint’s Partners are nationally-recognized experts in family business, ownership and management succession planning, exit strategy planning, complex estate planning, key employee retention, business succession and sophisticated life insurance planning. They can also address the perils of procrastination as opposed to proactive planning. Their energetic and entertaining speaking style makes topics both enjoyable and informative.
Our Partners have shared their expertise with a variety of national organizations, trade associations and industry groups including: World of Concrete, American Society of Concrete Contractors (ASCC), WIT and Co, National Electrical Contractors Association (NECA), Arizona Technology Council, National Association of Women Business Owners, Business Enterprise Institute (BEI), Peer Group Presentations, ACG, National Hardwood Lumber Association, National Association of Insurance and Financial Advisors (NAIFA), and M Financial Group.
WealthPoint offers private briefings for professional services firms to groups of 25 or less. These often take place in the form of working breakfasts or our Lunch and Learn series. During these informative sessions, participants get a wealth of timely information in an intimate setting. The sessions typically last approximately 45 minutes with a 15 minute Q & A, but we can custom design a presentation for your unique group. To schedule your event call us at 602.773.5533 or email us at firstname.lastname@example.org
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. WealthPoint, LLC is independently owned and operated.