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Morgan Stanley Business Owner Summit
December 1, 2022 @ 10:30 am - 12:00 pm
Join SBAM’s President & CEO, Brian Calley, at the 2022 Morgan Stanley Business Owner Summit, hosted exclusively for Business Owners and their Advisers.
Thursday, December 1st
10:00 AM – 12:00 PM
In-Person or Zoom
Walsh College, Troy Campus
3838 Livernois Road
Troy, Michigan 48038
Agenda & Speakers:
Tax Planning for Business Owners
William Cass, CFP®, CPWA ®, Director, Wealth Management Programs at Putnam Investments
The State of Small Business in Michigan
Brian Calley, President & CEO of the Small Business Association of Michigan
Pooled Employer Retirement Plans and the SECURE Act
John Rogers, Institutional Consultant at Graystone Consulting from Morgan Stanley
Space is limited. We appreciate your response by Thursday, November 17th. Should you have any questions about the event, contact Jeff Rogers, Institutional Consultant at 248-996-2674 or Jeffrey.Rogers@msgraystone.com
Hosted by Graystone – Farmington Hills and Sponsored by Putnam Investments.