Executive Wealth Management:

Preserving and Growing Your Wealth in these Tough Economic Times

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Join Valley business leaders and entrepreneurs at Enterprise Network’s June Executive Forum, “Executive Wealth Management: Preserving and Growing Your Wealth in These Tough Economic Times.”

The discussion, moderated by Mary Martuscelli, president of JP Morgan Chase Arizona and regional manager for JP Morgan Private Wealth Management Group, will cover the basics on what every executive and entrepreneur should be doing to preserve and then grow their wealth in these rocky economic times. The dialogue will serve as an introductory course on what business leaders should be thinking about and considering to keep prosperous during economic downturns.

Panelists will include Matt Donovan an attorney with Snell and Wilmer who specializes in tax, trust, and estate matters and Robert Phelps, an Estate and Wealth attorney with JP Morgan Private Bank and one of JP Morgan’s top national experts. Phelps frequently speaks to groups on topics related to tax planning, charitable giving, investments, diversification strategies and estate planning. The panel will also feature Jessica Duff, a director at Deloitte Tax LLP who provides consulting and compliance services to wealthy individuals and their related entities, employed executives, and private business owners related to income, estate, gift, trust, and charitable tax issues.

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