General Membership Meeting (GMM) November

2026 Board of Directors election and results are conducted at this annual meeting. Lunch will be served. 

Presentation by Robert Holton, Vice President of Wealth Management with R&R Wealth Management will cover specific strategies you can employ as a business owner to build and maintain your personal finances including:

• Tax Deferred Investment – Use of tax deferred retirement plans, tax deferred savings, and real estate tax deferral approaches
• Personal Investment Management – Consider the investment platform for after tax investing, and costs to avoid
• Debt Strategies – Effective use of financial leverage without exposing your firm or personal finances to undue risk
• Protecting Your Income – Consider operator income and ownership income
• Legacy – Succession planning including family, key person, and ESOP, while protecting your personal finance.

Sponsorship opportunities are available - contact Pam@MBAbuilds.org to learn more!