FBA Workshop - Planning for the Inevitable. Yes, someday you will be gone. - Feb. 2021

  • Share:
Name: FBA Workshop - Planning for the Inevitable. Yes, someday you will be gone. - Feb. 2021
Date: February 17, 2021
Time: 10:00 AM - 11:30 AM EST
Registration: Register Now
Event Description:

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
 
Panel Presenters:

Facilitator and BV Expert / Succession Planning
Paula Barrett, CPA/ABV, CVA, CEPA
Partner, Business Consulting Services Group - RKL LLP

Estate Planning Expert
Brian Boland, Shareholder & Director, Estate Planning - Kozloff Stoudt Attorneys

Estate Planning Expert (SL)
Jay Wagner, Co-Chair - Stevens & Lee Estates and Trusts Practice Group

Wealth Advisor 
Angela Wagner, Wealth Financial Planning Strategist - BB&T now Truist

Business Planner
Stuart Smith III, National Director, Business Value Strategies - Wilmington Trust / M&T Bank Emerald Advisory Services

 
Event Media:
Location:
Virtual Event 
Login Link will be sent the week of the event.
Date/Time Information:
Wednesday, February 17, 2021
10 a.m. - 11:30 a.m.

 
Contact Information:
Rachael Romig 610-898-7775
Fees/Admission:
$10/GRCA members
$20/Not-Yet GRCA members
Complimentary admission for all FBA Peer Group Members - Contact Rachael Romig

 
Set a Reminder:
Enter your email address below to receive a reminder message.