Succession Planning for the Family Business - EPCNNJ Dinner Meeting
6:00 PM COCKTAILS, HORS D‘OEUVRES & NETWORKING
6:30 PM DINNER BEGINS
7:00 PM PROGRAM BEGINS
8:15 PM PROGRAM ENDS
SPONSOR: RegentAtlantic
Family businesses are the backbone of the American economy and possess the special attribute of focusing on long-term results while maintaining core values of the family. For family businesses it is both the transfer of wealth, and values that require thoughtful planning and consideration when devising a succession plan. Please join us for a dynamic panel discussion that will address issues related to succession planning to optimize the financial outcome and wealth transfer, mitigate risk and preserve family values and legacy.
This program has been submitted for approval by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.5 hours of total CLE credit. Of these, 0 qualify as hours of credit for ethics/professionalism, and 0 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law.
CFP and CPA continuing education credit will be offered for this presentation.
Deirdre R. Wheatley-Liss, Esq.
First Vice President
Program Chairperson
No Fee for Members
Guest Fee $75.00
Pay below online or pay by Check or Credit Card at the Door (Amex accepted at the door)
Please respond by Friday, November 15, 2019 Web www.EPCNNJ.org
Email EPCNNJ.Laura@gmail.com
Mail EPCNNJ, Inc.
P.O. Box 855
Bernardsville, NJ 07924
