Whether you're growing your business, planning for retirement, or preparing for the next chapter, this
workshop will help you:
• Identify costly retirement, succession, and estate planning mistakes before they become
problems.
• Avoid mistakes that quietly erode the value of the business limiting options down the road.
• Gain practical strategies to strengthen your business, your financial future, and your legacy.
• Prevent top AI mistakes - from using AI as a one-off tool vs. an integrated intelligence layer, to
ignoring automation in core operations, to having no AI adoption plan as part of their exit or
transition strategy.
• Walk away with actionable ideas.
• Receive complimentary planning resources and a follow-up strategy session.
Thursday, July 23, 2026, 3:00 pm – 5:30 pm
The Kenwood, 5435 Kenwood Rd, 16th Floor, Cincinnati, OH 45227
Enjoy city views, lite bites, beverages, and networking with fellow business owners.
**Please call Janet Moon at 513-731-6601 to register or email her at Janet.Moon@williamhesch.com
Space is limited to encourage discussion and interaction.
Presented by:
Unique Growth: Helping owners better plan, protect, and grow their businesses no matter what phase
of life they are in.
William E. Hesch Law Firm: helping business owners protect their wealth through integrated estate,
tax, business succession, and asset protection planning.
Vivitec: helping businesses securely adopt AI by through custom solutions that drive innovation and
growth.