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Morgan Stanley Business Owner Summit

December 1, 2022 @ 10:30 am - 12:00 pm

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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

Register Now

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

Hosted by Graystone – Farmington Hills and Sponsored by Putnam Investments.




December 1, 2022
10:30 am - 12:00 pm