Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.
Attendance is included with membership, but advance registration is required.
LocationThe University Club of Chicago - Charter Room
Not a FOX Member? Inquire here to request an invitation to this event:
- FOX Facilitators
Lunch and Presentations/Q&A
Transitions in the Family
Presenter: Rhona Vogel, CPA, CEO and Founder of Vogel Consulting
At this briefing, Rhona will lead a conversation on transitions in the family, covering the issues and challenges surrounding intergenerational wealth transfer and featuring case studies of positive and ineffective transition scenarios.
|1:00 pm||Peer Dialogue|
Rhona Vogel, CPA, CEO and Founder, Vogel Consulting
Ruth Easterling, Managing Director, Member Services
Vincent Hayes, Director of Member Development
Patience Marmer, Senior Relationship Manager