Estate Planning Julius Giamarco Giamarco, Mullins and Horton 101 West Big Beaver Road Troy, MI 48084 5280 Tenth Floor Columbia Center Jordan Smith Schechter Wealth 111 E. Merrill Street, Suite 400 Birmingham, MI 48009 Private Equity Investments Marc Schechter Schechter Wealth 111 E. Merrill Street, Suite 400 Birmingham, MI 48009

Advisors Key Takeaways from Meetings Checklist Playbook Strategies

Estate Planning Private Equity Investments Understanding Investment Advisor Fees Asset Allocation Optimization Investment Opportunities Tax Issues Family Governance Family and Friend Relationships Philanthropy & Mentoring Jewelry Purchases Luxury Vehicles Luxury Real Estate Luxury Travel Opportunities Private Aircraft Travel Executive Health Care and Insurance Health and Longevity Aging and Care Exercise & Pain Management Diet, Food…