With recent franchise changes related to McDonald’s Next Generation program set to go in place in 2023, it is more crucial than ever to have a solid understanding of transition planning and estate planning.
This is why Antares Group and Antares Wealth Management are partnering to host a first-of-its-kind wealth planning symposium exclusively for current and retired McDonald’s owner/operators.
Hear from industry leaders in wealth and estate planning, economics and financial markets, plus highly respected current and retired owners.
We will wrap up the event with a special fireside chat moderated by two of the most respected Antares leaders/advisors, along with highly esteemed current and retired McDonald’s owner/operators. Join the discussion around Next Gen/succession planning; transitioning from ownership to retirement; how changes in the system and market impact your wealth planning.
6:00 PM-8:00 PM
8:00 PM-8:15 PM
Welcome Reception "Food, Fun, Fiesta"
Thank Attendees and details for next day
7:30 AM-8:30 AM
8:30 AM-8:40 AM
8:40 AM - 10:00 AM
10:00 AM - 11:15 AM
11:15 AM - 11:30 AM
11:30 AM - 12:45 PM
12:45 PM - 1:45 PM
1:45 PM - 3:00 PM
3:00 PM - 3:30 PM
Welcome - Mark Kashgegian, Leading Partner at Antares Group &
Thomas Carroll, President of Homrich Berg
Keynote Speaker - Bruce Mehlman
Abbey Flaum; Managing Dir., Homrich Berg; Estate & Transitional Planning
Apollo Lupescu, VP, Dimensional Fund Advisors & Stephanie Lang, CFO, Homrich Berg; Market, Environmental, and Strategies
Fireside Chat - Moderators; Eric Toole and Brandon Downs,
Managing Directors at Antares Wealth Management
Proper planning is critical to ensure that assets pass to heirs as intended and unnecessary taxes are avoided. Learn about current federal and State laws and how to ensure critical documents stay current as well.
Because taxes reduce cash flow and investment returns, income tax planning is critical to your financial plan. Learn key strategies to maximize tax efficiency and reduce your tax burden.
Your financial plan is influenced by many variables such as spending, age, investment risk, and desired amount left to heirs. Learn how to plan for your “big day” and choose the best path from the “Accumulation” phase to “Distribution”.
Social Security income is often a significant portion of retirement cash flow. Learn how to make informed decisions to protect you and your family from receiving a permanent reduced benefit and “leaving money on the table”.
The cost of college has skyrocketed the past few decades. Fortunately, there are tax advantaged ways to save and pay for college that could also be shared amongst family. Learn how student loans can best utilized, and strategies to optimize your college savings.
We believe that cash flow is the most important component of a financial plan and one we can help you get control over. Learn how to create a spending and savings plan based on your needs and resources that will help you achieve short and long-term financial goals.
Enjoy an intimate, all-suite retreat set directly on San Antonio’s beautiful Riverwalk, and your convenient home base to explore all the city has to offer. Use the link below to get the best room rate while you are attending our event.
If you have questions, send us an email and we will respond quickly.
Complete this short form to reserve your place at the free Antares Wealth Symposium. Watch for your confirmation email and we look forward to seeing you in San Antonio.
You will receive an email confirmation soon, and we look forward to seeing you at the Antares Wealth Symposium.
Use the link below to get a special room rate at the gorgeous Hotel Contessa where our symposium is being held.
Creating a successful succession plan is about protecting the future of a business and/or brand and ensuring there is a strategy in place to ensure your business continues to thrive.
After years of investing time, money and other resources, it’s imperative to prepare for this next stage in business and life. Poor planning can increase risks for stakeholders and tarnish legacies. Let’s make sure the next generation is well-equipped and ready to take your life’s work and family legacy to an even greater level of success.
Each situation is unique because the needs of each one involved are unique. We carefully review each opportunity to determine how best to structure a transition while meeting your goals, complying with any brand licensing polices and minimizing the tax implications of the transfer.
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Antares Group’s technology team provides convenient hardware and software support, along with comprehensive cloud accounting services with 24/7 access to up-to-date financial information exactly the way you want it, on any connected device, with a customizable dashboard interface. We use best-in class cloud accounting platforms and software including Sage Intacct, Bill.com and robot process automation (RPA) with integration capabilities with some of the leading point-of-sale, payroll, and business operations management software programs.
Cloud accounting is just the beginning; Antares Group’s experienced technology team also performs system evaluations and makes recommendations for products and services that will help your business run more efficiently, as well as protecting your information and infrastructure with robust security options. Using the right technology for automation will simplify your life and keep your valuable data safe..
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An accurate understanding of your company’s current value and financial viability is vital for achieving business success and the launch pad to boundless possibilities in the years to come. Realistic valuations are essential for long-term strategic plans, business successions and expansions, gift and estate planning, and a lucrative retirement package. Planning for where you want to go in the future is what our business and tax advisors do best. Whatever your goals, we are here to provide you with the right plan and insightful guidance to achieve it.
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In such a fast-moving business environment, business owners need every advantage to succeed. Improving efficiency should be an ongoing part of your strategy for financial success, empowering you to make continuous improvements.
Whether your business is a single location seeking to grow effectively and sustainably, an established franchise brand adding new locations, or something in between, Antares Group provides a suite of back office services and the financial expertise to help business owners and managers achieve their operational and financial goals. In the process of supporting your essential back office operations with practical solutions, we analyze the function and effectiveness, looking for inefficiencies and potential liabilities, offering valuable insights for owners and managers.
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Minimizing your tax burden is a year-round strategy; planning for and preparing complex business and individual tax returns is where Antares Group excels. Beyond simply helping you fulfill basic tax obligations, you can rely on our tax advisory team to keep you informed of ever-changing regulations and keep you in compliance. We conduct regular reviews to make sure all methods of reducing your tax liabilities are being used. We routinely assess your personal income tax situation and cash flow to guard against the unexpected. This ongoing strategic analysis empowers you to maximize tax savings and capitalize on new opportunities.
In addition, we provide advisory services for new business startups, acquisitions, and dispositions. Through careful analysis, we help clients determine the best structure and make the process as seamless as possible.
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Whether you run a small closely held business or a large franchise operation, maintaining a firm grasp of accounting and bookkeeping can be challenging. Between managing staff and overseeing daily operations, there is not enough time to dig into the books and make sense of the financials. You need to know the facts and the implications. – having precise, up-to-date information at hand means you always know your financial position so you can make informed decisions that keep your business moving forward.
The financial experts at Antares can create a custom menu of accounting and tax services perfectly catered to your business needs, including accurate and timely financial statements and reports, so you are always prepared to respond quickly to changing and challenging circumstances. Along the way, we provide clear feedback and financial guidance to help you predict trends and recognize issues, then make the necessary adjustments to sustain cash flow throughout the year.
Antares Cloud Accounting services uses industry leading Sage Intacct managment software to provide the precise, up-to-date information you need to always know your financial position, so you can make well-informed decisions.