Planning for the Inevitable. Yes, someday you will be gone.
Join the Berks FBA for a discussion focused on Estate Planning Basics. Our panel of experts will provide attendees with a comprehensive view of the estate planning process and a discussion of the current environment under the new administration.
Leave the session with a better understanding of where you and your business stand through:
Estate Planning Basics
The Right Time-Frame to Plan
Simple Tools for the Process
Facilitator and BV Expert / Succession Planning
Paula Barrett, CPA/ABV, CVA, CEPA
Partner, Business Consulting Services Group - RKL LLP