Maximizing your Equity with J.P. Morgan Private Bank

​Maximizing Your Equity

​Please join us for an insightful discussion on pre-transaction planning and optimizing your equity prior to an exit. Topics will include a deep dive on qualified small business stock and QSBS rollovers for serial entrepreneurs and investors, an overview on executive compensation and liquidity/diversification management, as well as tax-advantaged strategies to potentially benefit the people and causes most important to you.

​Agenda

• ​4:30pm: Maximizing Your Equity Panel Discussion

• ​5:30pm: Networking Happy Hour