2026 ACG Next November Lunch

Building Your Financial Future: A Guide to Personal Wealth Planning

Tim O’Shaughnessy, Principal, Private Client Services, CLA
Thomas Ruane, Attorney, Polsinelli
Victoria Ungashick, Private Wealth Market Director, BOK Financial
Mike Rode, Chief Investment Strategist, FAS Wealth Partners, Moderator

Learn how to make informed financial decisions today that can strengthen your financial future. Join ACG Next for a practical conversation on the legal, tax and investment considerations that can impact your personal wealth. From protecting what you’ve built to making smart decisions about taxes, investments and estate planning, this discussion will provide actionable strategies for navigating the financial decisions that come with career and wealth growth.

Thursday, November 5
11:30 am - 12:00 pm | Networking & Lunch
12:00 pm. - 1:00 pm | Program

Mission Hills Country Club
5400 Mission Drive
Mission Hills, KS

Registration

ACG Next events connect corporate professionals and business leaders age 40 and under in the Kansas City middle-market M&A community. 

Guests are welcome to attend two ACG meetings before we ask that they become members.

Cancellations must be received at least 48 hours prior to the event. 

A 3% payment processing fee will be added to credit card transactions. This fee covers non-refundable costs charged by our payment processor and does not represent surplus for ACG.