Please join Walter | Haverfield and Fairport Asset Management for a dual financial and legal program to help you tackle your business issues and seize opportunities.

Using real-life examples of successful, multi-generational business owners, corporate transactions attorney Ted Motheral and wealth advisor Andrew Connors will offer best practices to help you grow and transition your company and create a meaningful legacy.

You’ll get practical ideas for developing a strategic wealth plan that aligns your business and personal wealth goals, as well as tips for:

  • Maximizing the value of your business
  • Keeping the family in the family business
  • Achieving your philanthropic goals

When: June 6th, 2018
Time: 4:00-5:30 pm (presentation), 5:30-7:30 pm (networking reception)
Where: JumpStart (6701 Carnegie Ave., Cleveland, OH 44103)
Cost: Free
RSVP: or call 216-431-3455