CEO PEER GROUP | ‘Technology, Taxes & Traditions’

MEMBER EXCLUSIVE EVENT

Member? Don’t have your ticket access code? Visit the Member Portal.

Not a member yet? Join Today!

ABOUT DISCUSSION

‘Technology, Taxes & Traditions’

As a CEO what does being financially free mean to you? Are you properly setting up long term succes for your family? How do you know if your optimizing your tax breaks as a business owner?

Join us for this C-level Open Discussion & Presentation led by Cary Stamp. Cary Stamp & Company was voted Best of Palm Beach Award Winner in the Financial Planning Category from the Palm Beach Post.

Cary will be sharing what options and decisions can create a lifetime of financial freedom. THE RIGHT WAY.

What will be covered?

• Strategies to minimize the tax impacts of owning a business.
• What to do if you plan to sell.
• How to use the wealth created by your business to move from success to significance.
• & MORE.

Business in Paradise Podcast

ABOUT SPEAKER:

Cary Stamp is a bright mind in financial management and planning. His principled wealth management firm based in Palm Beach County, FL is annually ranked among the top national producers* affiliated with Commonwealth Financial Network, the top-ranked broker-dealer for independent investment advisors in the U.S.*

Cary possesses a wealth of knowledge in tax, retirement, and estate planning laws and strategies, and holds five professional designations/certifications including CERTIFIED FINANCIAL PLANNER™ Professional, Accredited Investment Fiduciary®, and Accredited Estate Planner®. Cary and his team’s accomplishments are founded upon advising high-net worth individuals, successful business owners and executives, and affluent multigenerational families with independent, insightful analysis and planning of all aspects of their financial lives—intently focused on clients’ best interests.

* Recognized as a Leader’s Level advisor for 2018 and 2019, a distinction was on annual production attained by just 7 percent of advisors affiliated with Commonwealth.

* Commonwealth Financial Network® received the highest score in the independent advisor segment by J.D. Power: 2010, 2012, 2013, 2014, 2018, 2019, and 2020.

*Cary is also the host of the Business & Paradise Podcast where he interveiws succesful entrepreneuers in Palm Beach County.

ABOUT PEER GROUP

Palm Beach Tech Member Peer Groups are exclusive for our members to meet, learn, and share together. All members are invited based on their current work & past experience, with benefits including:

• Regular Meetings
• Exclusive Member Communications
• Unique Speakers & Networking

The CEO Peer Group includes founders and executives from some of our most prominent tech companies. Our criteria to join:

• You’re a CEO, President, or Founder
• Company is headquartered in South Florida.
• Employ more than 10 employees.
• Not a service provider or vendor.

CHAIR: Manish Hirapara, CEO @ PeakActivity

CO-CHAIR: Dr. Amit Rastogi, CEO @ Jupiter Medical Center

Interested in joining? Become a Member Today!