What
TiE Mentor Connect with Rupa Jack
When
PT
Where
Connective DX
2030 NW Pettygrove St.
Portland, OR
97209
Cost
Free to all TiE members (including charter & student members)

We're happy to host the monthly TiE Mentor Connect meeting on Thursday, July 16th. The featured mentor is TiE Charter Member Rupa Jack.

Rupa is a senior vice president, senior institutional consultant, and family wealth director at Morgan Stanley Wealth Management. She is available to help specifically with the following topics:

  • Business owner planning: business needs (ownership, control and liquidity, key opportunities, and key challenges); cash management and capital needs review; retirement and benefits assessment, risk management (continuity planning, buy/sell); succession or exit planning
  • Asset protection planning
  • Wealth planning (wills and legal documents, legacy planning, gifting, uses of trusts, family governance and dynamics, and charitable planning)
  • Financial, investment, and retirement planning
More info