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Chamber Members Only Event with Wells Fargo Advisors Bookmark


You are invited to join us for a special educational seminar that could benefit your business. We will discuss four very important topics which will affect you now and in the future: 

  • Retirement plans for small business and how to maximize what the owners can do 
  • Succession planning every business needs to plan for now
  • Year-end tax planning ideas for business owners
  • Midyear Economic and Market outlook


Guest speakers to help you understand these important topics:

  • Chris Thompson, CFP, CRPC, First Vice President of Wells Fargo Advisrors
  • William O'Leary, JD, LL.M (Tax), Attorney and Owner of Legacy Planning Law Group
  • Samina Monakey, CPa for Monakey & CO., CPAs


11:30 am - 1:30 pm 

Wednesday, August 29

Marsh Creek Country Club

169 Marshside Drive

St. Augustine

Presentations will begin at 11:30 am with Complimentary lunch to follow. Program will last until 1:30 pm. 

RSVP calling Kate or Karen at (904)-351-7668 or email christopher.thompson@wfadvisors.com




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