Wealth Transfer Planning for a Construction Contractor

When:  May 20, 2021 from 11:00 AM to 12:00 PM (ET)
Associated with  South Jersey, NJ

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CFMA South Jersey
Wealth Transfer Planning for a Construction Contractor
When: Thursday, May 20th from 11:00 AM - 12:00 PM EST
Register in advance for this webinar:
 
After registering, you will receive a confirmation email containing information about joining the webinar.
A business is typically the most valuable asset in any business owner’s portfolio of investment assets. Like any other valuable asset, a business owner should take the appropriate steps to protect it.
A clear succession plan complimented by an appropriate shareholders agreement, life insurance, and other means of funding transfer of ownership and consideration of a potentially ever-changing estate and income tax landscape are a few of the topics to be covered in this session.
Our Presenters:
Stuart Smith III
National Director
Business Value Strategies | Wilmington Trust / M&T Bank - Emerald Advisory Services || Providing closely-held business owners with strategic counsel by leveraging significant investment banking experience to offer end-to-end expertise and objective advice on business transition strategies as part of the overall wealth planning and readiness process.

Blair Talty
Wealth Strategist
Vice President & Senior Wealth Planner
Wilmington Trust / M&T Bank - Emerald Advisory Services
**Based upon the interpretation of the regulation by the NJ State Board of Accountancy, this event will qualify for CPE credit. Our NJ CPE Sponsorship number is 20CE00227100. Per Sponsorship requirements, the Chapter is required to issue a CPE certificate of completion that includes the participant’s license number, so in order to receive credit, please provide your NJ license number on the Google Form evaluation you will receive after the conclusion of the seminar.**

Location

Online Instructions:
Url: https://us02web.zoom.us/webinar/register/WN_JaGG2rtESYua4MdoKKsu0w
Login: Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_JaGG2rtESYua4MdoKKsu0w After registering, you will receive a confirmation email containing information about joining the webinar.
Event Image

Contact

Tony Tony Burruano

tonyb@burruanogroup.com