Planned Giving Round Table (PGRT)

Seven (not so) Secret Keys to Successful Business Succession

Join us for this informative program and arrive early to network with like-minded professionals.

Featured Speaker: Thomas W. Abendroth 
Partner, Arentfox Schiff LLP

The successful transition of a family business by the current generation is almost always challenging, for both the family and their wealth advisers.  There is no one proven path to success, and the process often requires many years of careful planning, with frequent changes along the way.  There are, however, certain steps that young professionals especially should take to prepare for successfully counseling clients through the process. This presentation will discuss seven of  these steps.

This program is eligible for 1 hour of Continuing Education (CE) credits for: AEP, CAP, CFP and CPA.

Breakfast will be served. Dietary laws observed.

Questions? Contact Itael Toibman at 410-369-9240.

For the security of all, The Associated reserves the right to search all bags prior to entry.

By attending this event you consent to be photographed, filmed and/or otherwise recorded and to the release, publication, exhibition or reproduction of any and all recorded media of your appearance, voice and name for any purpose whatsoever in connection with The Associated: Jewish Federation of Baltimore, its initiatives, including, by way of example only, use on websites, in social media, news and advertising.