I wanted to share some information about a few of our upcoming events that you might find interesting. These events are complimentary and promise to offer valuable insights and information.

Of course, you're all invited, and feel free to pass along the details to anyone else you think would benefit from attending these events. 

First up, we have a webinar on 9/4/25 from 12:00-1:00 pm EST on "Tariff Risks and Mitigation Strategies: What You Don’t Know Will Cost You."

This insightful session promises to be both informative and essential for anyone looking to stay ahead of the curve.

For more information and to register, click here: Webinar Registration.

Next is a LIVE EVENT FOR NONPROFITS!
Stand Out: 6 Creative Ways to Elevate Your Nonprofit
Thursday 9/11/25 | 8:30-11:30am
The Annex at Gallagher | 300 Fellowship Road | Mt. Laurel, NJ 08054

Hal Levenson, one of Haefele’s partners, will be speaking at this program designed to equip nonprofit leaders with forward-thinking strategies and essential updates. From compliance and recruiting to funding and retention, this session offers practical insights to help your organization thrive and expand its impact.

REGISTER FOR NONPROFIT EVENT

Additionally, our next Family Business Exchange session is scheduled for 9/17/25, from 8:00–9:00 AM EST, with optional Q&A from 9:00–9:30.

This month’s topic, “Reflections & Realignment: Annual Strategy & Retreat Planning for Family Businesses,” will focus on how to step back, reflect on the past year, and intentionally plan for the year ahead. Whether through a retreat or a structured planning session, the goal is the same—create clarity, strengthen alignment, and turn good intentions into a focused plan that supports both family and business success.

Register now by clicking here: Family Business Exchange