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Topic

SMN LIVE

Description

SMN Live is a monthly fireside chat featuring movers and shakers in the family office community.

Our audience includes private equity, venture capital, investment banking, legal, accounting, family office professionals and UHNW families.

Join co-hosts Shauntel Leeson and Tony Cotrupe in welcoming guest experts;

- Jason Ma - "Mentoring the next generation of high profile family leadership."

- Kevin Guttman - "Close more big dollar real estate deals with Jumbo Reverse Mortgages."

-Mike Whitty - "Business Estate Planning"

Business success is often more dependent on who you know than what you know.

Time

Jun 14, 2022 10:00 AM in Central Time (US and Canada)

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Message preview	Hi there, You are invited to a Zoom webinar. When: Jun 14, 2022 10:00 AM Central Time (US and Canada) Topic: SMN LIVE Register in advance for this webinar: https://us06web.zoom.us/webinar/register/WN_dH11BLb2TIedLlKofZTJww After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Jason Ma (CEO & Chief Mentor @ThreeEQ) Jason Ma is known as the inspiring Chief Mentor of Next-Gen Leaders and a trusted top advisor in high-level circles, and as a sought-after speaker worldwide. Jason is Founder, CEO, & Chief Mentor at ThreeEQ, an award-winning family business as a Premier Education, Global Business, & Family Office advisory firm. He is also an acclaimed author, rainmaker, investor, & philanthropist. Kevin Guttman (Certified Reverse Mortgage Professional @C2 Reverse Mortgage) 75 5 Star Reviews \| A+ Better Business Bureau (BBB) \| National Association Mortgage Brokers Member \| National Reverse Mortgage Lenders Association Member \| 94% of my business is past clients & referrals Grew up in a Real Estate Family \|3 Masters Degrees \| Junior Achievement Volunteer \| Rotary Member \| Leader in Business Networking International \| Best Selling Author \| Ordained Minister \| Michael Whitty (Partner @Freeborn & Peters, LLP) Michael Whitty is a Partner in the Corporate Practice Group of Freeborn & Peters LLP. He concentrates his practice in estate planning, taxation, and estate and trust administration. Michael represents business owners, principals of venture capital and private equity funds, key executives, investors, and other high-net-worth individuals in planning for the preservation and transfer of their wealth.

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