Featured Partner

2018 Investment Opportunities: Tax Reform Strategies

Tuesday, Feb 27 2018 8:15AM to 11:45AM

Rob Slee, Guy Decker, Jack Heil
Gaston College Kimbrell Campus 7220 Wilkinson Blvd. Belmont, NC 28012

2018 Investment Opportunities:
Economic Outlook, 2018 Tax Reform Strategies, & Business Value Creation

Date: Tuesday, February 27, 2018

Location: Gaston College Kimbrell Campus
7220 Wilkinson Blvd.
Belmont, NC 28012
(This is an easy location to access from the Charlotte region.)

Parking: Free and easy parking for all registrants.

Time: 8:15 am – 11:45 am

Register Below

Join us for an opportunity to learn about 2018 Investment Opportunities! We will provide an Economic Outlook along with Individual & Corporate tax strategies. We will be discussing planning opportunities that will enable you to prepare for the coming changes.

• Gain actionable insights into the 2018 economic environment & consider portfolio strategies
• Identify steps to prepare for the tax law changes including individual & business planning opportunities
• Separate fact from fiction regarding personal financial plans & tax law changes
• Take advantage of this new tax reform to build real value in your business

We will end with a keynote presentation from the dynamic, engaging, Rob Slee, on creating and building real value in your business.


Guy Decker, American Funds- “Economic Outlook”
Guy Decker is a wholesaler at American Funds, part of Capital Group, covering Charlotte, North Carolina, and surrounding cities. He has 23 years of investment industry experience and has been with Capital Group for 15 years. Earlier in his career at Capital, Guy was a wholesaler for central and southern Indiana. Prior to joining Capital, he was a division manager for Lord, Abbett & Co. He holds a bachelor’s degree in finance from Kent State University. Guy is based in Charlotte, North Carolina.

Jack A. Heil CPA, CFF®, PFS®- “2018 Tax Reform Strategies”
Jack A. Heil is a licensed North Carolina CPA sole practitioner providing business advisory and accounting, forensic economic evaluation analysis, tax and wealth management services primarily in Charlotte, North Carolina since 1989.  Previously, Mr. Heil practiced with Deloitte for approximately 12 years, where he developed and applied entrepreneurial insights and marketing expertise to the traditional standards of certified public accounting. 

Rob Slee, Author, Investment Banker, Mentor and Business Owner- “Value Creation”
Rob has authored more than three hundred articles on private finance topics in a variety of legal and business journals. Rob has authored the books: Private Capital Markets, Midas Managers, and Time Really is Money. Rob has owned equity positions in dozens of private businesses, and in 2015 he founded his first unicorn – Quintillion Networks. He has also mentored more than 100 companies. For more than 25 years Rob has also been President of Robertson & Foley, a middle market private investment bank. Rob is also Founder of MidasNation.


8:15 - 9:00 am    Registration and Networking with Continental Breakfast
9:00 - 9:15 am    Opening Remarks
9:15 - 9:45 am    Economic Outlook – Guy Decker
9:45 - 10:45 am  2018 Tax Reform- Jack Heil
10:45 -11:00 am  Break
11:00 -11:45 am  Value Creation- Rob Slee

Program Cost:

BIG Members and Guests: Free

Registration Required:  RSVP to terry@bigcouncil.com or register below.

Dress Attire: Business Casual