Family Business Transition
Date: Thursday, March 19, 2026
Time: 5:30pm - 7:30pm
Location: Elgin Country Club, Wine Room, 2575 Weld Road, Elgin, IL 60124
Speaker: Brad A. Herman, CFP, AEP, ChFC, Managing Director | US Wealth Planning, BMO Wealth Management
A thoughtful and intentional succession plan is essential for preserving a family business across generations. Brad A. Herman, CFP, AEP, ChFC, Managing Director | US Wealth Planning at BMO Wealth Management will provide his insights and share some experiences he has come across. Come and enjoy an interactive session discussing best practices.
Discussion facilitated by: Michael Holevas, CFA, Wealth Manager, My Advisor & Planner
