C9 Well - Planning the Next Chapter: Wealth, Care, and Legacy

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Tuesday, September 29, 2026, 8:00 to 10:45 AM
Location: Innovative Office Solutions Showroom at International Market Square in Minneapolis

About the Event

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?

Join Coalition9 for a high-impact morning designed to bridge personal well-being and business strategy. Moderated by C9 facilitator Tim Flemming, this panel brings together top experts across wealth management, estate law, and health care to help you proactively navigate life's next stages.

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 – In-home care options, healthcare navigation, and family support

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. Following the panel, connect directly with peers in small group breakout sessions to digest key takeaways and address real-world scenarios.

Coffee + water provided.

C9 Members receive priority registration through September 13, 2026. Open for general admission on September 14, 2026. General Admission tickets are $9 each plus fees. Refunds available through September 21, 2026; Eventbrite fees are nonrefundable.

Preregistration is required. Limited to 60 attendees.

Event Schedule

8:00-8:30 AM: Relationship Building + Coffee Bar
8:30-9:30 AM: Panel Discussion
9:30-10:00 AM: Small Group Discussions
10:00-10:20 AM: Large Group Reconvene + Q&A
10:20-10:45 AM: Relationship Building (optional)