Join us Wednesday, May 7th for a dynamic panel of experts for a high-impact discussion on how to protect your business, wealth, and digital assets in today’s volatile economy.
Topics include:
• Investment strategies & tax planning in a shifting market
• Tariff impacts on your bottom line
• Asset protection through legal structures & trusts
• Cybersecurity best practices for small and mid-sized businesses
• Using a fractional CFO to improve cash flow & profitability
Date:
Wednesday, May 7, 2025 / 5:00 pm – 7:30 pm ET
Location:
Greenspoon Marder, 200 East Broward Blvd — Ft. Lauderdale, FL (map)
For more information about this event, please click the registration link above.
Alan B. Cohn, Partner, Greenspoon Marder / Ft. Lauderdale
Alan B. Cohn is a partner in the Wills, Trusts & Estates practice group at Greenspoon Marder. He focuses his practice on counseling business and families on estate and tax planning, asset protection, philanthropic planning, trust formation, among various other related matters. Mr. Cohn also advises a wide array of clients in planning and establishing foundations and charitable trusts.
Patrick Eloi, CEO, Complete Care IT / Ft. Lauderdale
Patrick Eloi has a long and successful career in the IT industry. Patrick began their career in 1986 as Service Manager for Advanced Business Machines. In 1990, they moved on to become the CEO of Complete Care IT, a position they still hold today. Patrick Eloi obtained a Bachelor of Science (B.S.) in Computer Science from Barry University and attended Miami Dade College for Business Administration and Management, General.
Riad Shanawany, CEO, Myriad Capital / Ft. Lauderdale
Riad Shanawany has been in the financial services industry for over 25 years, serving family business and trusts throughout the state of Florida and 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.
Russell Slappey, Managing Partner, Nperspective / Ft. Lauderdale
Russell is the founder/CEO and Managing Partner of Nperspective, and is responsible for overseeing the firm and all of the companies divisions. He combines over 20 years of experience in Accounting, Information Systems and Taxation. He takes a hands-on, roll-up-your-sleeves approach in working with business owners. From startups to established companies, Russell provides tailored solutions that empower leaders to make informed decisions.
