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Upcoming events

Driven to maximize your success

If you’re driven to maximize your success, you’ll enjoy our event location: the Vanderbilt Club located in the newly built clubhouse at Audrain Motorsport in Newport, RI.

You’ll have the exclusive opportunity to mingle with experienced subject matter panelists and your fellow attendees around some of the Audrain Group’s most unique and carefully curated cars on display in the showroom.

Join us for this roundtable discussion with subject matter experts from UBS, Kahn,Litwin,Renza, LLP, Duffy & Sweeney, LTD, and Summit CFO Services, Inc. on topics related to the importance aligning your business and personal goals, including:

  • Harmonizing your personal and business financial plans
  • Understanding best practices for business growth
  • Knowing the difference between potential exit options
  • Making a business attractive to a potential buyer
  • Avoiding the risks and blind spots that impact a succession or exit
  • Planning for “life after exit”

This event is sponsored by John Hancock Investment Management and FS Investment Solutions, who will both provide their latest views on the markets and what it means for business owners.

Location

Date & time

Speakers

Supporting links

Vanderbilt Club at Audrain Motorsport

24 June , 20255:30 PM - 7:30 PM Eastern

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