Episodes
Wednesday Sep 10, 2014
Wednesday Sep 10, 2014
You're Invited to Attend!
You are cordially invited to join us at an Exit Planning Awareness Event.
Within the next 20 years, in excess of 90 million people in the United States and Canada will be retiring (the baby boomer generation born between 1946 and 1964).
It is estimated that one of every two privately held businesses will transition during this period, representing in excess of $10 trillion in wealth; the largest wealth transfer in the history of mankind.
Program:
7:30 Coffee & Networking
8:00 Breakfast Served 8:15 Keynote Speaker - Christopher Snider, President and CEO of Exit Planning Institute, discusses the State of Owner Readiness study results and the market opportunity for professionals to assist their clients in exit planning.
9:00 Open Questions
9:15 Chapter Development - Dan Whittaker of Whittaker & Company CPAs discusses interest to create a Southern California Chapter of the Exit Planning Institute and the benefits to our area's businss advisors.
9:30 Closing
For More Information Please direct questions regarding the Awareness Event to Jill Zozula at Whittaker & Company CPAs via email at jillz@whittakercocpas.com or Click Here