Personal Wealth for Startup Folks

What to Expect

Most founders spend every waking hour building the business. The personal side — the estate plan, the tax strategy, the wealth structure that survives a liquidity event — tends to get pushed to "later." Later usually arrives right when the stakes are highest and the options are narrowest.

RevRoad is bringing together the estate, tax, and wealth management experts we trust, alongside founders who've been through the exits and lived with the outcomes, to give you a working framework for your personal finances as your company grows.

Agenda

8:30-9:00: Check-in and Light Refreshments

9:00-9:05: Welcome

9:05-9:30: Importance and Urgency Aren’t Always the Same with Liz Hokanson, CEO of McCullough Law

9:30-10:15: A Panel on Proactive Wealth and Tax Strategy for Founders and High Earners with Merrill Taylor, Founder of Taylor Proactive Team, Jayden Thomas, Financial Advisor at Alpha Wealth Funds, and Bruce Miller, Co-Founder of PROFi, moderated by Adam McMurtrey of XP Business Brokerage

10:15-11:00: A Panel of Lived Experience with Bubba Page, Shawn Finnegan, Mark Kendell, and Ty Measom, Moderated by Kristine Widtfeldt

11:00-12:00: Lunch and Networking