Smart Wealth, Strong Legacy!
Date and Time
- Tuesday, Oct 21, 2025 8am - 12pm
Location
Hyatt Centric SouthPark
Address: 3100 Apex Dr, Charlotte, NC 28211
Phone: (980) 299-7123
Join us October 21, 2025 at the Hyatt Centric SouthPark Conference Center for a power-packed breakfast summit centered on small business finance, wealth management, and succession planning.
This coming together of industry experts and small business owners over a dynamic exchange will include market insights, interactive presentations, engaging panel discussions, and networking opportunities.
Attendees will receive practical business advice and guidance on finance strategies, wealth building, and transition planning. Network and engage with attorneys, insurance agents, CPAs and key trusted partners.