“I have invested time, money and energy into building and growing my business. How can I leverage my business’ revenues to efficiently build family wealth that isn’t purely dependent upon selling my business?”

The word “retirement” is typically not in the entrepreneur’s vocabulary – it’s about What’s Next? For that reason, wealth planning for entrepreneurs is drastically different and requires a different calculus. It’s about getting to the age of choice or the age of transition.

For many entrepreneurs, they may never stop working. However, everyone certainly wants to get to a point in their economic development where they don’t have to work anymore and they have a baseline cash flow that allows for the lifestyle to which they’ve become accustomed -- without overexposure to the risks of market uncertainty, lawsuits, and longevity. Multiple cash-flow development, passive income streams, asset protection, and tax-free wealth transfer are crucial topics of conversation that entrepreneurs must consider in order to maximize the generational wealth they hope to create.

This webinar discussion will focus on how to put these aforementioned concepts into practice. You will have the unique opportunity to engage personally with John and Parth, two accomplished and nationally recognized wealth advisors.

“Our goal is to offer you the ability to ask questions that are truly pertinent to YOUR business and financial life, rather than just inundating you with information on the market.” - John Ocwieja

“We hope to deliver value that can translate into tax savings, enhanced cash-flow, and less risk exposure for you and your business firsthand, irrespective of where you are in the lifecycle of your business.” - Parth Vakil

Our guest speakers, John Ocwieja and Parth Vakil, are wealth advisors with Westpoint Financial and The Piedmont Group, respectively. Their parent organization, MassMutual, is a Fortune 100 financial behemoth founded in 1851 with ~$800 billion in assets under management and annual revenues of over $30 billion.

With over 20 years of experience, John Ocwieja has established himself as one of the nation’s premier Certified Family Business Specialists. His family has owned a successful manufacturing and wholesale distribution company for eight decades. John’s mission is to help people achieve financial success for themselves, their families and their businesses. Whether the need is for key employee retention or a benefits package, a business owner’s exit strategy, or an estate plan, John knows the rules, challenges and fine points needed to provide his clients with sound strategies based on his extensive knowledge and expertise.

John has been quoted and featured in Best’s Review, the Chicago Tribune, US News & World Reports, and the Wall Street Journal. He is a widely sought speaker, discussing topics such as generational family wealth, business succession planning, exit strategies, executive comp., risk management and advanced tax planning.

Parth Vakil grew up in a family of entrepreneurs. Given the constant exposure he had to both the rewards and the challenges associated with building and growing companies, he has a unique vantage point when it comes to evaluating and guiding the financial decisions of entrepreneurs, intrapreneurs, and prospective entrepreneurs. Parth joined forces with John in 2019 to create a nationwide, integrated practice that serves the needs of affluent individuals, of businesses ranging from startups to Fortune 500s, and of the entrepreneurs running these companies. He has been named one of “NAIFA’s Top 40 Under 40 Financial Advisors” for the past two consecutive years.

The webinar will be moderated by Daniel Urbina. Daniel's experience spans 20 years of investment and active management of various real estate, energy, private equity and venture capital holdings.  His skill particularly addresses business needs for capital, operation, reporting and compliance.  Daniel is also a third-generation accountant, and currently practices as a Certified Public Accountant and Chartered Global Management Accountant primarily in Texas and Washington. His CPA practice advises clients in various stages of tax, wealth and estate planning that integrate with business entrepreneurial goals.