Join us Wednesday, November 5th 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
- Business valuation best practices for small and mid-sized businesses
- Using a fractional CFO to improve cash flow & profitability
Wednesday, November 5, 2025 / 5:00 pm – 7:30 pm ET
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.
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.
Sheri Schultz, Managing Partner, Fiske – a Springline company/ Ft. Lauderdale
Sheri Fiske Schultz is Managing Partner at Fiske, a Springline company, with over 35 years of experience in business valuations and forensic accounting. She served on the AICPA Business Valuation Committee, helping shape national guidelines for CPAs. Sheri is a seasoned expert witness and frequent speaker on valuation and financial forensics. Her leadership has earned her national recognition and industry awards.
Anthony Cirocco, CPA, Nperspective CFO & Strategic Services / Ft. Lauderdale
Anthony started his career with Arthur Andersen & Company. Afterwards, he worked in various accounting and financial roles for large world-class companies, such as The Walt Disney Company, Beckman Coulter, Harris Communications, Qwest Communications, and Cochlear. Anthony graduated from California State Polytechnic University at Pomona, where he received his Bachelor of Science in Business & Accounting.
