Wealth & Risk Management Strategies for Business Owners & Affluent Families
Wealth & Risk Management Strategies for Business Owners & Affluent Families
Join Tiffany Hausmann and John Friar as they discuss important coverages and strategies that affect business owners and high net worth individuals.
With their combined knowledge of personal insurance, umbrella insurance policies, wealth management, and 401k planning, this is a webinar that you won't want to miss!
Park Capital Management, LLC (“PCM”), an SEC Registered Investment Advisor. The investment products and services offered by PCM are independent of the products and services offered by The Park Bank and are not FDIC insured, may lose value, are not bank guaranteed and are not insured by any federal or state government agency. Park Capital Management, LLC (“PCM”) is affiliated with The Park Bank.
Who should attend?
- Business Owners
- Key Company Personnel
- High Net Worth Individuals
Tiffany Hausmann
Tiffany joined Hausmann Group in 2012. Since then, she has enjoyed getting to know her clients while removing the mystery from the insurance process. She works to create insurance programs that put her clients in a better position than where they were in previously, while educating them about their coverage so they feel confident that their homes, automobiles, and personal property are properly insured. Her clients praise her knowledge, experience, and patience in helping them to straighten out complicated insurance situations.
Tiffany volunteers for the Gilda’s Club Red Door golf outing each year and looks forward to becoming more involved in their board in the coming years. She has also been involved with the Madison Symphony Orchestra League, helping to educate and enrich the cultural life of the entire Madison community. In her free time, Tiffany enjoys playing tennis, walking her dogs, and Sunday dinners at her parents’ house.
John Friar, CFP, AIF
John Friar is a Financial Consultant / Partner with Park Capital Management. At Park Capital Management, he feels at home in the financial environment after earning his Bachelor of Business Administration in Finance and Financial Management Services from the University of Wisconsin-Whitewater. John has also earned the designation of Certified Financial Planner, which is often recognized as the highest standard in the personal financial retirement segment of the financial services industry. After several years working in the industry, John was looking for the opportunity to be part of an independent Registered Investment Advisory firm, and found the perfect fit within Park Capital Management.
John’s passion is to provide his clients with the tools and guidance so that they have the ability to retire when they want, where they want, and how they want. Throughout his many years of financial planning, his passion has evolved into simplifying the retirement conversation. John has also earned the designation of Accredited Investment Fiduciary, which he enjoys using to manage corporate retirement plans, large and small.
Everyone who meets John knows he enjoys a good cup of coffee. He often spends his spare time with his wife and stepson watching history documentaries and volunteering for the American Heart Association. Since a little boy, John has always enjoyed being outside, whether running, hiking or working on his family farm, and he is hoping to pass these passions down to his stepson.
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