
- What
- TiE Mentor Connect with Rupa Jack
- When
- PT
- Where
-
Connective DX
2030 NW Pettygrove St.Portland, OR97209 - 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