Broker Check
Karen S Patel, RICP® CLTC®
Karen S Patel, RICP® CLTC®
North Star Resource Group Financial Consultant
https://www.northstarfinancial.com/advisors/karen-patel/ 720.616.5700

Tailored retirement income planning for pre-and current retirees.

29 Oct
Economic Trends for Business Leaders

Description

Economic Trends for Business Leaders Econ Trend Agenda

Join us in person to hear about the latest economic and investment trends in sustaining your business, with strategies to transition your hard work into a retirement that supports your lifestyle and legacy. We will also cover various legal areas that impact your day-to-day business. 

This session brings together legal and financial insights with practical guidance on building a team of professionals who can help you navigate challenges and deliver coordinated solutions.

Topics Covered:

  • General Economic Update
  • Tariffs
  • Interest Rates
  • Regulatory Changes
  • Alternative Investment Options for Business Owners
  • Succession Planning Tools
  • Smart vs. Risky Uses of AI
  • Expanding Internationally with a Small Business
  • Intellectual Property as a Business Asset

North Star Professional Center 2701 University Ave SE, Minneapolis, MN 55414, 720.616.5706 www.northstarfinancial.com

*Samantha Peaslee with Polaris Law Group is not affiliated or registered with Cetera Wealth Services LLC or North Star Resource Group. Any information provided by Samantha Peaslee is in no way related to Cetera Wealth Services LLC or its registered representatives.

Date and Time

Wed, October 29, 2025

8:00a - 9:30a MST

Location

The Overlook Colliers Hill -Clubhouse

650 Orion Ave
Erie, 80516

Note

The Clubhouse has one main entrance with limited parking in the lot

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PT1H30M

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