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There are so many great Janiczek Community events coming up and we know demand will be off the charts. Take a sneak peek and chime in! Let us know your thoughts. Which should we hold first? For which events shall we add your name to our VIP invitation list? What other topics would you be interested in learning more about?  Janiczek Community Events and Survey

 

Janiczek community members recently enjoyed an evening of sushi rolling at Izakaya Den in Denver. Chef and Owner Yasu Kizaki taught twenty clients and employees about the history, types, and methods of rolling sushi.

“Everyone enjoyed meeting each other and we learned some fascinating things from a master of his craft,” said Brady Siegrist, partner. “It was a rather unique cultural experience.”

Janiczek community event with Brady Siegrist and Yasu Kizaki

Brady Siegrist presents his sushi creation to Chef Yasu Kizaki

Janiczek Events

This year, the Janiczek team resolved to nurture personal and professional connections between community members.

“Many of our clients reside in the greater Denver area,” said Siegrist. “Our team plans to present future opportunities for clients to get to know one another. One of our goals is to explore topics and activities that seek to enhance life and living in some way.”

Janiczek Community

Whether discussing investments, longevity, or sushi, the benefits of connecting Janiczek community members can be powerful. Future events are in the planning stages, so if you are interested in learning more about the growing Janiczek community, let us know!

Lifelong learning.  It’s a core belief here at our firm, and we regularly read across a variety of topics.  I recently asked the team to share any of their favorite books from the past year, business or otherwise.  Below is what we’d offer up as our recommendations from 2017, and if you have any good book recommendations from the last year, please let us know!

Brady Siegrist

As my clients know, planning for the future eventually includes a conversation about mortality.

The Janiczek Team raced their way through the Donor Dash!

On Sunday, July 16th, the Janiczek team completed the Donor Dash 5k at Washington Park.  The Donor Dash is a 3.1 mile run/walk to honor the lives of organ and tissue donors, celebrate the lives of organ and tissue recipients and recognize those who continue to wait for a lifesaving transplant. The Donor Dash was a huge success this year, with over 4,800 individuals participating in the event.  The race hit close to home, as a few team members were racing in honor of family members who were donors or recipients.

On June 14th, Kyle Kersting, CFA, Director of Investments, participated in a panel discussion to an audience of the largest family offices, registered investment advisors, private banks and wealth management firms in the Mountain States region. Kyle lead a discussion around advising the ever-changing high net worth client. More specifically, 76% of women change advisors after a transition period such as a divorce or death and how advisors can work with this group beyond just portfolio construction. Discussing how private wealth management firms ensure that wealth is preserved for future generations as a transition into the growing millennial demographic and how to tailor your wealth management approach to appeal to both demographics.

“Every deal is unique and has its own detours and surprises, but selling your business has discrete steps that all business owners should know.”

This how Kevin Cudney, M&A attorney with Brownstein Hyatt Farber Schrek, opened last week’s “Selling Your Business” program held with Janiczek Wealth Management.

selling business event
And Kevin should know. His latest deal in which he worked with Janiczek’s Brian O’Neil to help a couple sell their $11 million landscaping business closed that very morning, and it included its own 11th hour dramatics.

Joseph J. Janiczek, MSFS, ChFC

Joseph J. Janiczek, MSFS, ChFC speaks at Selling Your Business – How to Create the Perfect Exit event attended by large audience of business owners in Colorado.

Janiczek Wealth Management is proud to sponsor an Expert Panel on Life-Changing Liquidity Events. Experts from EKS&H, Minor & Brown, The Forbes MA Group, Business Enterprise Institute (BEI), Denargo Capital and Janiczek Wealth Management convened to share stories and best practice tips on creating “the perfect exit.”

The panel includes Joanne Baginski, CPA (partner EKS&H); Lisa D’Ambrosia, Director/Shareholder, Minor & Brown; Bob Forbes, President/Founder, The Forbes M+A Group; Joseph J. Janiczek, Founder/CEO, Janiczek Wealth Management; John Brown, Founder of Business Enterprise Institute; and Pal Berg, Co-owner of Denargo Capital. Kumar Dandavanti, Founder, Dandavanti Group is on the expert team but was excused due to overseas travel. Check out great video snippets, quotes, tips, article and an infographic at: www.janiczek.com/expert-panel/. Also includes resources from the Selling Your Business – How to Create the Perfect Exit event several of the Expert Team panel members put on in conjunction with the Denver Business Journal.

 


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