Description

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 Indexing
Chris Boeker, CIMA® – Regional Director at Allspring Global Investments

Financial Planning for the Business Owner
Thomas C. Carman, CFP®, CEPA®  - Senior Managing Director at U.S. Capital Wealth

Exit Right: The Owner’s Playbook for Protecting Value, People and Legacy
Tim 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.