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Special Business Seminar

Critical Mistakes Business Owners Can Avoid NOW!

You’re invited to a special seminar focused on helping you avoid costly errors and enhance the full value and potential of your business.

Presented by Local Experts: The Collaborative Advisory Team (CAT)

CAT is dedicated to helping business owners achieve their goals and fully understand the value they have created. Don’t miss this opportunity to learn from local experts in:

  • Business planning
  • Succession and exit planning
  • Legal and estate planning
  • Tax planning
  • Banking
  • Charitable planning

RSVP by Mon, Feb 17 2014. Limited seating is available

Thursday, February 27, 2014

Hilton Frontenac:
1335 South Lindbergh Boulevard
Check In: 7:00 AM
Breakfast: 7:30 AM
Presentation: 7:45 AM to 9:30 AM

RSVP by calling 636-575-3017 or emailing us at

Watch for our complete selection of empowering seminars.

This is the first in a series of helpful seminars hosted by CAT with the goal of providing you with invaluable information to enhance your business and personal planning.
We look forward to seeing you!

The Collaborative Advisory Team (CAT)

Event Sponsor Logos

This invitation is not a publication of Northwestern Mutual and Northwestern Mutual is not affiliated with Eagle Bank, Greater Community Foundation, Armstrong Teasdale, Mueller Prost, or Clayton Capital Partners. The views and opinions, including any recommendations expressed by these speakers do not necessarily represent the views and opinions of Northwestern Mutual.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities) and its subsidiaries. Peter Racen is an Insurance Agent of NM. Registered Representative of Northwestern Mutual Investment Services, LLC (securities), a subsidiary of NM, broker-dealer and member FINRA and SIPC. Representative of Northwestern Mutual Wealth Management Company (NMWMC), Milwaukee, WI (investment management, trust services, and fee-based financial planning). Northwestern Mutual representatives do not provide legal or tax advice. Consult independent tax and legal advisors on your specific situation.


  • Amelia Bond
    Greater St. Louis Community Foundation, President and CEO
  • Bill Corrigan
    Armstrong Teasdale, Partner
  • Doug Mueller, CPA
    Mueller Prost, President
  • Peter Racen
    Northwestern Mutual, Director of Estate and Business Planning, Clayton
  • Kevin Short
    Clayton Capital Partners, Managing Partner and CEO
  • Mike Walsh
    Eagle Bank and Trust, President and CEO