Seminars · Dinners · Webinars

Penta Wealth Management
Event Calendar

By Invitation Only

Executive Round Table Dinner:
Insights, Strategy, and Gourmet Excellence

Wednesday, February 12, 2025 · 5:30 PM
Mastro’s Ocean Club · Boston

An elite group of private equity-backed CEOs, CFOs, and business founders come together for an extraordinary evening of collaboration, strategy, and unparalleled dining.

Looking Back

Previous Events

Sept 19, 2024Driving Transformation and Growth: Unlocking Your Company’s Value
Panel Discussion · Davio’s Chestnut Hill

Driving Transformation and Growth: Unlocking Your Company’s Value

An exclusive panel discussion featuring industry leaders, including Jonathan Penta — cutting-edge strategies for driving business transformation and growth in today’s dynamic market.

Online Webinar

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

How to protect your business and your family — proper estate planning, de-risking your business, owner dependence, and preparing for the unexpected.

Tiffany O’Connell · O’Connell LawJonathan Penta · Penta Wealth ManagementJoshua French · Nutter McClennen & Fish
April 10, 2024Risk Management for Business Owners — Is Your Business Prepared for Sudden Death, Disability, or Incapacitation?
February 2024Risk Management for Business Owners — Is Your Business Prepared for Sudden Death, Disability, or Incapacitation?
Private Dinner · Capital Grille, Chestnut Hill

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

A private dinner for business owners on protecting the business — estate planning, de-risking, owner dependence, structural capital, and preparing for the death or incapacitation of an owner.

Tiffany O’Connell · O’Connell LawJonathan Penta · Penta Wealth ManagementJoshua French · Nutter McClennen & Fish
Private Dinner · Davio’s, Chestnut Hill

Driving Transformation & Growth — Unlocking your Company’s Value — How Business Owners are Finding Success in Challenging Times.

Outstanding business leaders and experts on driving transition and transformation, accelerating growth, maximizing business value, and planning a successful exit.

Led by Jeffrey S. Davis · CEO, Mage LLCKristen Burke · Burke DistributingKurt Steinkrauss · MintzDavid Francione · Capstone Partners
June 2023Driving Transformation & Growth — Unlocking your Company’s Value — How Business Owners are Finding Success in Challenging Times.