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.
Russell Slappey, Managing Partner, Nperspective CFO & Strategic Services / 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.
