COST: FREE to Members and First-time Guests / Non-members $20
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GOLUCKI Case Study:
The case tells the story of a business owner, Harry Golucki, who is seeking to phase out of his business while maintaining his lifestyle. This program will address serving clients with closely held of family businesses, including succession planning, retirement planning, insurance planning, healthcare planning, and estate planning. Your practice will benefit regardless of your personal focus. The current content and engaging format will combine to increase your technical knowledge and your practice management skills. You will have some fun and get to network with other professionals, as well.
Our industry experts who will facilitate discussion include:
Mitch Adler, CPA with Karpinski, Berry, Adler and Company, PLLC
Blake Bottle, ChFC with Wisdom Wealth Investment Advisors, LLC
Dave Chittenden, CLU, ChFC with The Chittendens
Ilene L. McCauley, Esq. with Ilene L. McCauley, Ltd.
Robert Wernecke, CLU with ECA Financial Services
Come see your colleagues acting ability as they team up to present this family of characters: Barry McBride, CLU, AEP, Margaret Kurtz-Swanson, CLU, LUTCF, Lisa Keylon, JD, Blake Bottle, ChFC
This program will help you experience the value of a multidisciplinary approach to client service. You are encouraged to invite colleagues who may benefit from this unique, interactive format.