EMINAE ROUNDTABLE: Wealth management planning. Are you ready for your retirement and your employees?

Join us at the Eminae Roundtable on October 24th at 12 PM—virtually for an enlightening presentation on the critical importance of addressing difficult conversations in business relationships, a key factor for long-term success, followed by a Q&A session and networking opportunities.

We’re thrilled to have our esteemed Eminae advisor, Lincoln DaCosta, a seasoned financial advisor with nearly 30 years of experience. Lincoln will share expert insights on wealth management strategies to help you maximize retirement goals, ensure smooth wealth transfers, and plan for essential insurance needs.

This session is ideal for business owners and leaders looking to secure their future while supporting the financial well-being of their employees. Learn how to navigate retirement planning, from personal wealth strategies to employee benefits, and ensure you and your team are financially prepared.

What you will learn:

1. Prepare for Retirement with Confidence: Learn essential retirement strategies to ensure both you and your employees are set up for financial success.
2. Maximize Wealth Transfer and Legacy Planning: Discover how to protect and efficiently transfer your wealth to future generations while minimizing tax liabilities.
3. Create Comprehensive Employee Benefit Plans: Understand the importance of offering retirement and financial planning benefits to your employees to boost retention and support their financial well-being.

We look forward to welcoming you to the EMINAE ROUNDTABLE and embarking on this journey of discovery and growth together.

Where:

Zoom

When:

12PM – 2PM

Speaker:

Lincoln DaCosta – is a Senior Financial Advisor with Wells Fargo Advisors Financial Network, where he helps individuals, families, and businesses achieve their financial goals. With nearly three decades of experience, Lincoln specializes in retirement planning, wealth transfer, and insurance needs. Based in Melville, NY, he supports clients across the country. Outside of work, Lincoln enjoys spending time with his two sons, cheering them on in various sports and activities.

What is the Eminae Roundtable?

The Eminae Network Round Table is not just any business meeting. It’s an exclusive, ‘by invite only’ gathering that brings together a select group of trusted advisors and business owners. This is your chance to be part of an elite community, sharing your expertise and learning from others on topics related to growing, merging, or exiting a company.

Our distinguished speakers, with their vast experience, offer valuable insights that can be directly applied to your business. They cover topics such as navigating the business landscape, optimizing operations, and maximizing potential for growth and profitability.

The event is structured to encourage collaboration and knowledge sharing. Members and guests, including advisors and CEOs, discuss the challenges business owners face when running a company. This is a unique opportunity to learn from industry experts and share your own industry-specific knowledge.

Click Here to learn about the EMINAE difference and what sets it apart from other networks

Collaborators of business round table meeting consist of trusted advisers experienced in providing advice to small to mid-sized companies in the following areas :

• Accounting and CorporateTax Services
• Business Banking and Financing
• Business Valuation
• Exit & Succession Planning
• Executive Leadership Coaching
• Financial Planning
• Healthcare Services
• Human Resources, Operations, Workforce Management & Payroll
• Information Technology Services
• Insurance Risk Management & Employee Benefits
• Legal Services (Corporate, Trusts & Estate, Employment & Labor, IP, Litigation,Bankruptcy)
• Marketing, Sales & Branding
• Mergers & Acquisitions
• Real Estate Investments
• Strategic Business Planning and Management Consulting

Reasons why you should attend this exclusive meeting:

• Network with trusted high caliber industry-specific business professionals.
• Opportunity to partner and collaborate with other participants.
• Generate referrals and grow your business by connecting with trusted business advisers.

This Virtual Round Table event is FREE for Eminae Network members.

For membership info send a request here: https://eminaenetwork.com/contact-us/

Event is hosted by Kyle Griffith, CM&AP, CEO & Founder of Eminae and Managing Partner of The NYBB Group