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DTSTART:20231109T000000Z
DTEND:20231109T020000Z
LOCATION:The Clayton Club, 233 Clayton Street, Denver, CO
UID:2474820231109T000000ZJean Meeks-Koch, Legacy Unlocked: Guiding Business-Owning Families to Success Across America
DTSTAMP:20260408T054113Z
DESCRIPTION:\nGreetings,\n \nPlease join us Wednesday, November 8th, 2023 for Jean Meeks-Koch presentation on Legacy Unlocked: Guiding Business-Owning Families to Success Across America. Jean will discuss the ever-shifting landscape of generational wealth strategies. Jean will focus on:\n Why are family-owned and closely held businesses different than other organizations How these enterprises evolve and address the subject of exit strategies Understanding how the mechanics of experiences, beliefs, behaviors, and actions in a closed loop cycle can help you facilitate greater client engagement success Why NexGen's are essential; both the NexGen's of your clients and your firm The importance of having a 'quarterback' advisor for the family \nMaterials and cpe will be provided to all Members and guests electronically when received.\n \nYou must rsvp via the Member's website or to me by email, no later than Monday, October 30th, 2023 by noon.\n \nAgenda:\n \n5-5:45 Cocktails & Networking, 5:45-5:50 Members Seated, 5:50-6 Board address Members, Welcome Guests, recognize Sponsors; 6-7 Plated dinner and Speaker presentation.\n \nEvent Details:  \n \nMeal Options:\n For all - Farmer's Market Minestrone Soup Entree 1 - Grilled Eggplant with Ratatouille, Basil Pesto Entree 2 - Organic Chicken Breast with Charred Broccolini, Crispy\n Potato, Romesco Sauce Entree 3 - Herb Crusted Beef Tenderloin with Horseradish Whipped\n Potatoes, Charred Broccolini, Red Wine Demi-Glace Dessert - Lemon Curd Roulade \nParking:\n Valet is available at your expense Metered Street Parking
SUMMARY:Jean Meeks-Koch, Legacy Unlocked: Guiding Business-Owning Families to Success Across America - Rocky Mountain Estate Planning Council 
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