Fortitude Investment Group <br> Tommy Thompson <br> 561-444-3371

December Roundtable Discussion - Are you in Jeopardy or the Price is Right? How business succession planning integrates with family dynamics

Date: Wednesday, December 2, 2020
Time: 8:30am - 10:15am
Location: Zoom Webinar Presentation
Speaker: Alvina Lo, Chief Wealth Strategist Wilmington Trust & Stuart A. Smith, III National Director Business Value Strategies

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Registration for this event is closed as of 7:00 p.m. December 1st.  Email admin@pbcepc.org for the Zoom meeting link if interested in attending.

Palm Beach County Estate Planning Council
invites the 2020-21 dues current members to the

Wednesday, December 2, 2020

 Roundtable Discussion Virtual Event
8:30 a.m. - 9:00 a.m. -Virtual Networking

9:00 a.m. - 10:15 a.m. - Presentation

Guest Speakers: Alvina H. Lo, Chief Wealth Strategist  
Stuart A. Smith, III, National Director Business Value Strategies

Topic:  Are you in Jeopardy or the Price is RIght?
How buisness succession planning integrates with family dynamics


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Please register by November 27th

The webinar meeting link will be emailed to you on November 30th

 

 

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