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Penta Wealth Management Event Calendar

September 19th, 2024

Driving Transformation and Growth: Unlocking Your Company’s Value

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Previous Events

Unlocking your Company’s Value Sept 19th Business Owner EventFull Panel Discussion
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September 19th, 2024

Experience an exclusive panel discussion featuring industry leaders, including Jonathan Penta, at Davio’s Chestnut Hill. This event explores cutting-edge strategies for driving business transformation and growth in today’s dynamic market.

Jonathan Penta joins a distinguished panel of experts to share key insights on unlocking company value and guiding business owners through challenging economic times. The discussion covers navigating uncertainties, implementing robust growth strategies, and fostering long-term success.

This event is essential viewing for business owners, executives, and entrepreneurs looking to elevate their companies and personal wealth. Viewers will gain actionable advice and strategic perspectives that can help shape their business’s future.

Don’t miss this opportunity to learn from seasoned professionals. Watch now to take the first step towards transforming your business and accelerating growth.

Online Webinar - Risk Management for Business Owners - Is Your Business Prepared for Sudden Death, Disability, or Incapacitation?
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April 10th, 2024

Join us on April 10th at 1pm for a webinar to learn more about how to protect your business and what business owners should be thinking about and be prepared for in case of sudden death or incapacitation. Topics discussed will include but are not limited to: protecting your business and your family with proper estate planning, steps to properly de-risk your business, owner dependence and the impact on business value, managing your structural capital, and how to prepare for the death or incapacitation of an owner.

In a lively discussion including Tiffany O’Connell of O’Connell Law, Jonathan Penta of Penta Wealth Management, and Joshua French of Nutter McClennen & Fish, you will hear how to protect yourself and your business and will learn risk mitigation strategies and planning techniques you can put in place for your business in the event of sudden death or incapacitation.

Risk Management for Business Owners - Is Your Business Prepared for Sudden Death, Disability, or Incapacitation?

February 2024

This private dinner event was held at Capital Grille in Chestnut Hill for business owners to learn more about how to protect their business and what they should be thinking about and be prepared for in case of sudden death or incapacitation. Topics discussed included but were not limited to: protecting your business and your family with proper estate planning, steps to properly de-risk your business, owner dependence and the impact on business value, managing your structural capital, and how to prepare for the death or incapacitation of an owner.

In a lively discussion including:

  • Tiffany O’Connell of O’Connell Law,
  • Jonathan Penta of Penta Wealth Management
  • Joshua French of Nutter McClennen & Fish
Driving Transformation & Growth - Unlocking your Company’s Value - How Business Owners are Finding Success in Challenging Times.

June 2023

This private dinner event was held at Davio’s in Chestnut Hill and was a means for outstanding business leaders and experts to learn about driving transition and transformation within their business, developing creative strategies to drive and accelerate business growth, maximizing business value, and how to plan for a successful business exit.

The lively expert panel, led by Jeffrey S. Davis, the CEO of Mage LLC, included industry leaders:

  • Kristen Burke, Chief Corp Growth Officer at Burke Distributing Corporation 
  • Kurt Steinkrauss, Chair Member at Mintz 
  • David Francione, Managing Director at Capstone Partners
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57 River Street, Suite 301, Wellesley, MA 02481

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Penta Wealth Management is proud to announce that we have been named as one of the Top Wealth Management Services Providers of 2023 by Banking CIO Outlook. The list recognizes the top firms who are at the forefront of delivering wealth management services and was determined using market research focused on peer/client recommendations and best practices. We are honored by this acknowledgment and proud of our team’s commitment to excellence.

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