Striving for Greater Success in 2025:
Adapting and Innovating for the Year Ahead
We are pleased to announce Gray, Gray & Gray’s 2024 Year End Planning Seminar on Thursday, December 5th!
In-Person: Gray, Gray & Gray’s Canton Office
150 Royall Street
Canton, MA 02021
Registration, Breakfast & Networking: 8:00 am – 9:00 am
Seminar Sessions: 9:00 am – 12:00 pm
What can you do to make 2025 your best year ever? The future is what you make it, and we’re here to help! Gray, Gray & Gray’s Year End Planning Seminar will fire you up for 2025 with information and inspiration designed to give you a head start on developing the strategies and tactics to grow and prosper in the New Year. With the help of our expert presenters and panelists, you can build your knowledge on what’s ahead for the economy, the post-election tax landscape and how to prepare for potential implications, and what other business leaders are doing to create a more resilient company. Register today!
INFORMATIONAL SESSIONS
KEYNOTE: ECONOMIC OUTLOOK (back by popular demand!)
What opportunities – and challenges – will 2025 bring? How will the November election impact the economy? Has inflation finally been tamed? What will the Federal Reserve do next? Predictions from an expert.
CLIENT PANEL ON STRATEGIC BUSINESS PLANNING
Strategic planning builds resiliency and puts you in a position to successfully adapt to a changing business environment. Learn how a few business owners put a well-considered, intentional plan in place – and see the results they have achieved.
Featuring Client Panelists.
Moderated By:
Bryan E. Pearce
Director
Gray, Gray & Gray
Jim Finn
President & CEO
Universal Window and Door
Jonathan Kasen
Managing Member, Shaker Valley Capital Partners
Co-Owner, Hilliards Chocolates and Harbor Sweets
Bob Winneg
President
Winwood Capital Partners
TAX UPDATE
The votes are in! What can we expect in the post-election tax environment (based on what we know so far)? What is the potential impact on your business and personal financial planning? Join us to find out.
Kelly A. Berardi
JD, LL.M.
Partner
Gray, Gray & Gray
Bradford G. Carlson
–
Partner
Gray, Gray & Gray
Derek B. Rawls
CPA, MST
Partner
Gray, Gray & Gray
DEMOS AVAILABLE FROM:
Personal wealth services are provided by Gray Private Wealth.
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Member FINRA SIPC. Gray Strategic Partners, LLC and BA Securities, LLC are separate, unaffiliated entities.