Financial Protection Speaker Series

Attendance is free, but space is limited. Reserve your spot today! Enjoy complimentary coffee, danishes, and juice while attending!

Michael is a wealth advisor and Partner at Krilogy, specializing in business owner exit planning. Having earned his CEPA (Certified Exit Planning Advisor) credential, he is specially trained in this area, able to craft a blueprint for business owners that includes both the business and personal goals of the client. Having started as a financial literacy teacher, commercial banking mortgage planner and owner of his own mortgage companies, Michael appreciates the relentless efforts of other business owners and helps them navigate their many challenges.

Jared Freese, CFP^®, CLU^®, CEPA, ChFC^®
Gatewood Wealth Solutions

As Wealth Advisor, Jared ensures that your client care journey with GWS is nothing short of exceptional, especially during times of crucial or complex life decisions. Jared is a Certified Exit Planning Advisor, a designation for professionals who are trained to assist business owners in preparing for and executing their business exit strategies. Jared is a Certified Financial Planner^® (CFP^®) professional, a designation that demonstrates his proficiency in financial planning, risk management, investment, tax planning, retirement, and estate planning advising. He also holds his Chartered Life Underwriter (CLU^®) designation, a testament to his deep understanding of insurance’s advanced applications in estate and business planning. 

Brent McClure, CPA^®, MBA, CEPA
Anders CPAs + Advisors

As a partner in tax and leader of the Business Transition Planning and Banking and Financial Institution Tax practice, Brent works with high net worth individuals and small businesses on their tax planning, compliance and succession planning needs. With over 25 years of experience, Brent enjoys helping clients manage their financials so they can focus on the areas of business that are most important to them. Finding hidden tax credits and benefits to save clients money is something Brent is passionate about.

Benjamin Strake
Premier Business Brokers

Ben has a passion for helping business owners simplify the process of selling their most valuable asset – which is why he launched Premier Business Brokers in 2014. Premier Business Brokers is a full-service business acquisition firm specializing in the confidential process of buying and selling privately held companies. Every business is unique, and every business owner has distinct objectives. Ben understands those many variables and in knowing how to address them most effectively, and his mission is to cultivate client satisfaction resulting in the form of successful business transactions.

Moderator:

Jacque James, CFE, MAFM, and Founder of ARA Fraud & Forensic Services gave an engaging presentation on how pervasive and expensive internal fraud can be to businesses, and actionable steps owners can take to safeguard their business and mitigate losses. CNB is committed to helping business owners protect their businesses from internal threats, which is one of the ways we are Banking. For You.