Navigating a Successful Business Transition

We are pleased to invite you to Navigating a Successful Business Transition, an exclusive evening bringing together a select group of business owners for meaningful conversation, strategic networking, and insights on one of the most important decisions an entrepreneur will make.

The evening will begin with hors d'oeuvres and cocktails, offering an opportunity to connect with fellow business leaders in an intimate setting. This will be followed by a panel discussion focused on critical topics for business owners, featuring:

Andrew Oshman, Private Business Advisor, J.P. Morgan Private Bank

Kerry Ugarte, Wealth Advisor, J.P. Morgan Private Bank

Designed as a small, interactive conversation, guests are encouraged to ask questions and exchange ideas with our panelists, hosts, and fellow attendees.

This event is by invitation only; we respectfully request that invitations not be forwarded.