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Business owner briefing | Thursday, December 10, 2026, 3:00 to 4:00 PM CT
A business owner briefing with Uniting Wealth Partners and SDR Ventures, for owners in Oklahoma, Arkansas and Texas.
Complimentary and invitation only. The Microsoft Teams link comes by email after you register.
Your details go to Uniting Wealth Partners only, so an advisor can follow up. We never sell them. Privacy
Kip Nichols will email you the Teams link before the briefing, with a reminder the day before.
Want to talk it through? Book a free 20 minute call
What we will cover
Setting objectives and priorities for the business and for you, with a planning horizon that runs past the next election.
What the midterm elections could change, what to expect afterwards, and how it could affect small businesses.
What an owner can still decide about tax before a year closes, and what a year round approach looks like next to a December scramble.
Your hosts
Kip Nichols and Rick Hadrava of our Oklahoma City office host the briefing with the M&A professionals at SDR Ventures. Ben McLintock, our Director of Tax and Estate Planning, and Geoff Eliason of SDR Ventures lead the conversation, so bring your questions. More briefings are planned for January, February and March 2027.
How we work with business owners
Wealth Advisor
A University of Oklahoma graduate and Eagle Scout. Kip runs the firm's business owner briefings with SDR Ventures and works with the next generation of clients as they build confidence and clarity in their financial futures.
Partner, Senior Wealth Advisor
More than 30 years in wealth management, from making daily cold calls as a trainee to running some of the most profitable offices at major financial firms. Rick works with small business owners and successful families, holds an exit planning designation, and wrote Beyond Wealth. Oklahoma State University; Oklahoma Army National Guard.
Book a 20 minute call with Rick instead, or register and we will send you the recording.