Description

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.