Planning for the Inevitable. Yes, someday you will be gone.
Join the Berks FBA for a discussion focused on Estate Planning Basics. Our panel of experts will provide attendees with a comprehensive view of the estate planning process and a discussion of the current environment under the new administration.
Leave the session with a better understanding of where you and your business stand through:
- Estate Planning Basics
- The Right Time-Frame to Plan
- Simple Tools for the Process
Facilitator and BV Expert / Succession Planning
Paula Barrett, CPA/ABV, CVA, CEPA
Partner, Business Consulting Services Group - RKL LLP
Estate Planning Expert
Brian Boland, Shareholder & Director, Estate Planning - Kozloff Stoudt Attorneys
Estate Planning Expert (SL)
Jay Wagner, Co-Chair - Stevens & Lee Estates and Trusts Practice Group
Angela Wagner, Wealth Financial Planning Strategist - BB&T now Truist
Stuart Smith III, National Director, Business Value Strategies - Wilmington Trust / M&T Bank Emerald Advisory Services