For our February 2026 Master Class we will be bringing in experts to discuss what small business owners should know about the Big Beautiful Bill and more.
Topics & Speakers
The Big Beautiful Bill & What It Means to You (for the business and for the individual)Christian Bauman, CFP®, CEPA® - Senior Managing Director at U.S. Capital Wealth
Tax Mitigation Strategies in the Public Markets: Direct IndexingChris Boeker, CIMA® – Regional Director at Allspring Global Investments
Financial Planning for the Business OwnerThomas C. Carman, CFP®, CEPA® - Senior Managing Director at U.S. Capital Wealth
Exit Right: The Owner’s Playbook for Protecting Value, People and LegacyTim Vorhoff – Co-Founder of CreoValo
The session will be begin at 1:30PM and conclude at 4:30PM. Stick around to network and enjoy a wine reception after the presentations.
Member and non-member pricing is now available.Chamber Members: Register using an email address associated with your Chamber membership to receive the member rate. If you need help updating or adding an email, please contact us.Non-Members: You may register with any email address but will not have access to member pricing.
Pioneer Museum Sanctuary
The event will be held in the Museum's sanctuary located on San Antonio Street.
$40/Person - Members
$50/Person - Non Members
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