12 Sept
Succession & Acquisition Planning Luncheon - Milwaukee/Brookfield


As a Financial Professional, whether your goal is business continuity planning, growth through acquisition or selling a business, join us and learn how our customized support and resources can give you the expertise you need to seal the deal. 

Join us for presentations from:

  • Jon Turner - Live Oak Bank
  • Angie Dunivent - Osaic
  • Derick Klug - High Point Capital Group

Date and Time

Tue, Sep 12, 2023

11:30a - 1:00p CST


Hilton Garden Inn

265 S Moorland Rd
Brookfield , WI 53005
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Event Registration