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KellyPartners+FRS McDonald’s® (F)un+Finance Meeting
MAY 7-9, 2025 | THE BREAKERS RESORT, PALM BEACH
You're invited to join us at The Breakers, Palm Beach, for the annual KellyPartners+FRS McDonald’s® Owner-Operator (F)un+Finance Meeting.
Build new relationships and connect with fellow McDonald’s® Owner-Operators while enjoying three days of curated sessions focused on the latest economic developments, tax strategies, investments, employment law, and proactive advice and insights for your McDonald’s® business.
The Be Better Off Show
While details remain under wraps, a very special guest will join Brett Kelly for an intimate interview on the Be Better Off Show. Stay tuned – you won’t want to miss it!
The Winning Mindset
Join Chelsea Pottenger for a session packed with practical tools to reduce stress, build resilience, and unlock positive energy, empowering your team to thrive both personally and professionally.
QSR Market Trends
With over six years of experience in the restaurant sector, including time at Bank of America Merrill Lynch on a top-ranked research team, Andrew Charles, CFA, offers invaluable industry insights.
Keeping Up with the Lawmakers in DC
Navigate the latest tax changes from Washington D.C. This session is designed to help McDonald's® Owner-Operators stay ahead of evolving tax laws and make informed decisions.
Charting Your Assets for Protection through Trusts
Learn how to effectively use trusts to safeguard your assets, protect your wealth, and ensure a secure financial future for your family and business.
7 Essential Principles for Investment-Planning Success
Join the founders of Rainey & Randall Wealth Advisors for a lively discussion as they share their core 'Evergeen' principles–distilled from over three decades of best practices–to guide McDonald's® Owner-Operators in achieving financial success.
Operation 'Down Under' - A Fresh Perspective
Gain a fresh perspective on the unique operational challenges and winning strategies for success in managing McDonald's® restaurants outside of the U.S.
I Get Knocked Down, But I Get Up Again
Join Joel Pellicci Sr., a McDonald's® Owner-Operator for over 41 years, as he shares his inspirational journey from Navy pilot to McDonald’s leader, discussing his experience, challenges, and the values that earned him awards like the Golden Arch and Ronald Award.
Building Values & Behaviors for Generational Wealth
Brett Kelly, CEO & Founder of Kelly+Partners Accountants, takes you on a master class of "Building Values & Behaviors for Generational Wealth." Learn how to create a strong foundation of values and behaviors that foster long-term financial success and pass wealth down through generations.
You could win a trip for two to Sydney!
All guests at the KellyPartners+FRS McDonald's® Owner-Operator (F)un-Finance Meeting 2025 at The Breakers, Palm Beach, go into the draw to win an unforgettable trip for two to Sydney, Australia!
