Sample 2

8 AM

Dressing Your Company Up for Market

Peter Stone, CEPA

9 AM

Valuation: Succession or Sell? What About Income Tax Alternatives?

Mike Hill, Jr., FASA, CPA, ABV    

Mark Watson, CPA, CFP®

11 AM

 How to Maintain Your Income Stream After You Transition Out of the Business

Eddie Cohen, CFP®

12 PM

Panel QA, Led By: Deborah Stavis, CFP®

Peter Stone, CEPA

Mike Hill, Jr., FASA, CPA, ABV  

Mark Watson, CPA, CFP®

Eddie Cohen, CFP®

8 AM

Unique Decisions in Estate Planning for Business Owners

Wendy Farner

Allison Lyons, CFP®

9 AM

A Graceful Business Exit: How to Stick the Legal Landing

Linda Broocks

Royce Lanning

10 AM

Property & Casualty Gap Analysis 

David B. Carroll, CIC, CRM  

Duane Hirsch, CFP®, CPA

12 PM

Panel QA, Led By: Deborah Stavis, CFP®

Wendy Farner

Linda Broocks

Royce Lanning

David B. Carroll, CIC, CRM  

Allison Lyons, CFP®

Duane Hirsch, CFP®, CPA