This week, we're releasing an event podcast–a live recording of our C9 Well Series Event, "Planning the Next Chapter: Wealth, Care, and Legacy," held at the Innovative Office Solutions showroom in International Market Square on September 29, 2026. As leaders and entrepreneurs, we spend years building resilient businesses, scaling operations, and planning thoughtful exits. Yet, how often do we apply that same strategic rigor to our personal futures and the long-term care for ourselves and our loved ones? The Planning the Next Chapter panel discussion is designed to bridge personal well-being and business strategy. This panel brings together top experts across wealth management, estate law, and health care to help you proactively navigate life's next stages. This high-impact morning bridges personal well-being and business strategy. You will gain practical clarity on managing complex life transitions, protecting family assets, and making informed decisions before critical moments force your hand. Featured Panelists: Kelly Pedersen | Founder, CAISSA Wealth Strategies Financial longevity and strategic wealth preservation Karl Tsuchiya | Estate Attorney, Hellmuth & Johnson Legacy planning, healthcare directives, guardianship, and legal protections for aging adults Joshua Wert | Owner, English Rose Suites Specialized residential care and memory support navigation Alan Turkus | Owner, Interim Healthcare of the Twin Cities In-home care options, healthcare navigation, and family support Moderator: Tim Flemming | Founder/CEO of Evolve Partners + C9 facilitator EVENT PARTNERS CAISSA Wealth Strategies Hellmuth & Johnson Innovative Office Solutions C9 WELL EVENT SERIES PARTNER Mike Jones, Certified EOS Implementer -------------------------- Coalition9 is a member-centric community for leaders and entrepreneurs that offers diverse peer-to-peer advisory groups, interactive learning, events, and an online communication platform. We're Changing Business Nine Leaders at a Time and believe that Good People Need to Know Good People. Interested in learning more? Check us out: www.coalition9.com LinkedIn: www.linkedin.com/company/Coalition9 Instagram: @coalition_9 YouTube: @coalition9community Want Nine Reasons to join our community? Well, here you go. Take a little time to read our whitepaper: Nine Reasons To Join a Peer Community. -------------------------- Please visit our Community Supporters! Along with our valued Members, they help make this podcast possible and strengthen the Coalition9 Community. PROSPERING LEVEL Boulay Insperity Loffler Tradition Capital Bank UnitedHealthcare Versique THRIVING LEVEL CAISSA Wealth Strategies Diversified Construction Innovative Minneapolis/St. Paul Business Journal Security Bank & Trust Seiler Law EVOLVING LEVEL All In One Accounting Bauer Design Build BeyonDesign Cox Insurance EOS - Justin Cox, Tom Halloran, Mike Jones Lake Country Builders Madeira Partners Sales Homie -------------------------- As a friendly reminder, if you enjoyed listening to the podcast, please subscribe on your platform of choice. We would love for you to take a hot minute to rate and review our podcast as well. We take great pride in the community we are building, and your reviews have a huge impact on welcoming new listeners!