Food For Thought

2017-2018 Food for Thought Dates

Sponsors present educational programs that highlight their areas of expertise for the family business. These shortened breakfast programs allow for in-depth discussion of topics relevant to the family business by area practitioners.

Tuesday, April 17, 2018

Communicating About Wealth: A Generational Discussion

Presented by Triumph Wealth Management

Speakers: Nathan Brinkman, Triumph Wealth Management and Brian Roell, Roell Capital Management.

No matter their age, talking to your children about money is not easy. The transition of wealth from one generation to the next requires preparation and understanding. We will discuss how to start the conversation and educate your children about the responsibilities surrounding their inheritance. Please join us for Communicating About Wealth: A Generational Discussion to learn the steps you can take to make this transition smoothly.

Nathan Brinkman and Brian Roell are registered representatives of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC 525 Junction Road, Suite 8100 North, Madison, WI 53717 (608) 829-0015. Triumph Wealth Management and Roell Capital Management are not affiliates or subsidiaries of MML Investors Services, LLC, or its affiliated companies. CRN202004-228633

Dr. StrangeDeal: How I Learned to Stop Worrying and Love Contracts

Presented by Husch Blackwell LLP

Speaker: Paul Karch

Most business is built on a series of contracts, formal and informal. Through a series of common scenarios, we will learn how to think about everyday business contracts by asking questions like: What does it take to create a contract? What can you do if the other party to your contract is doing a lousy job? How do you plan for great success?

Fluno Center
Wisconsin School of Business
Family Business Center
601 University Ave
Madison, WI 53715
Monday-Friday 8:00 a.m.-5:00 p.m. U.S. CT
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