Agenda — Presentation, Q&A, Networking
The program will include four panelists, each addressing financial and estate planning from a different angle – A wealth strategist, estate attorney, financial advisor, and a CEO leading a second-generation business.
Topics to be addressed include:
- Pre- and post-exit capital strategy for founders and their advisors
- Asset protection and trust planning options
- How Ai-driven wealth strategies help owners invest, protect, and preserve their wealth
Date:
Thursday, April 30, 2026 / 8:00 am – 10:00 am ET
Thursday, April 30, 2026 / 8:00 am – 10:00 am ET
eventbrite.com/e/1985249928979
For more information about this event, please click the registration link above.
Riad Shanawany, CEO, Myriad Capital / Ft. Lauderdale — Riad Shanawany has been in the financial services industry for over 26 years, serving hundreds of clients throughout the state of Florida & nationwide. His expertise is in Asset Management Strategy and Investment Planning. Riad advises on both business and private wealth management. The firm strives for multi-generational planning and think of generations, not quarters.
Dan Harris, Partner, Shuffield, Lowman & Wilson, P.A. / Orlando, FL — Dan practices in the areas of complex estate planning, probate, corporate law, high net worth family planning, tax planning, charitable planning, and non-profit law. He focuses on helping clients identify personal and business succession goals for their family, then creates an integrated estate and business plan to achieve those goals. Dan also has extensive experience working with high net worth families to create Florida Family Trust Companies.
Roy Balasuriya, Principal, Nperspective CFO & Strategic Services / Winter Park, FL — Roy possesses a 25-year track record of success in domestic and international finance. He has worked in key management positions with two fortune 50 companies and consulted with small to medium-sized businesses in various industries, including Energy, Telecommunications, Technology, Manufacturing, Wholesale, and Distribution. Since transitioning to consulting, he has helped numerous small to medium-sized companies realize their full potential.
Jason Flanzbaum, CEO, Boca Bearings / Boynton Beach, FL — As President of Boca Bearing Company, a family-owned business specializing in ceramic bearings for various industries and applications, Jason has over 21 years of experience leading the company’s goals and strategies, overseeing budgets and resources, and ensuring accountability to partners. Today, Boca Bearing is the industry leader in Ceramic Bearings and is one of the most trusted names in ceramic bearing and lubrication technology.
