WorkOptional is proud to be a Strategic Alliance Partner of Entrepreneurs’ Organization and Entrepreneurs’ Organization Accelerator. Founded 22 years ago by entrepreneurs with a core clientele consisting of business owners, executives, physicians, and family offices, WorkOptional is an award-winning independent private wealth management and planning firm focused on a holistic approach. With an experienced team comprised of CFPs, MBA, and CFA totaling over 100 years of combined experience across both domestic and international markets, we strive to help our clients meet their goals and exceed their expectations. First and foremost, we are fiduciaries, bound by law to put your interests above all else. We look forward to continuing to support great groups like Entrepreneurs’ Organization and encourage you to check out our website (www.workoptional.com) or reach out to us directly for more information on our firm and services.

Educational Topics We Speak On

• Financial Planning (pre/post retirement, business succession planning, legacy planning, etc.)

• Investment Management

• Tax Strategies

• Social Security Strategies