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A Recipe for a Successful Family Business Transfer.

Join us in Las Vegas & Reno, where Vince will share with us

“A Recipe for a Successful Family Business Transfer.”


Mr. Vincent M. D’Addona MSFS, CLU®, ChFC®, CExP®, RICP®, CEPA®, AEP® (Distinguished) is a founding
member of Valent Wealth, LLC, an independent full-service wealth management and financial planning firm.
Valent Wealth seeks ways to blend education, powerful communication, and wisdom to guide clients to
eliminate threats, fulfill obligations, and capitalize on opportunities in their lives.

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November 21

Medicare Supplement NV Plans

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Leveraging Life Insurance for Tax-Free Retirement