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Dear FEUSA Members:
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Business Owners Webcast Series
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2:00 PM – 2:45 PM ET / 11:00 AM - 11:45 AM PT
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BNY Mellon Wealth Management invites you to join us for a three part webcast series dedicated to private business owners and their advisors. Hosted and moderated by Head of Advice, Planning and Fiduciary Services, Ben McGloin, this webcast series will highlight unique and timely topics curated specifically for our business owner community. The series will begin on Tuesday, September 15 at 2:00 PM ET / 11:00 AM PT.
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For our series kick-off, we will be joined by Patricia Soldano, president at Family Enterprise USA. Patricia will review the results of the 2020 Family Business Survey, an annual survey that updates lawmakers on the priorities of family-owned businesses across the United States and is conducted by Family Enterprise USA and administered by the Family Office Exchange (FOX).
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FEATURED SPEAKER
Patricia M. Soldano
President, Family Enterprise USA
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HOSTED BY
Ben McGloin, CFA
Head of Advice, Planning and Fiduciary Services
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Please stay safe and healthy,
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pmsoldano@family-enterpriseusa.com
712 H Street NE Suite 1330
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