Exit Planning

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Name: Exit Planning
Date: October 11, 2011
Time: 7:30 AM - 9:00 AM CDT
Website: Owners, Partners, and Entrepreneurs Network
Registration: Public registration for this event has been closed. Please contact the Alliance at 262-542-4249.
Event Description:

EXIT Planning
The Key to Your Company’s Continued Success


Keynote:
John M. Leonetti, CFP, CM&AA
Founder & Managing Director of Pinnacle Equity Solutions

• Elements of a good exit plan
• How to build wealth, shelter proceeds from taxes, and protect family from uncertainty
• Building your team for future success

This event will feature keynote speaker John M. Leonetti of Pinnacle Equity Solutions as well as a panel of experts including Steven Glaser, Attorney at The Schroeder Group, S.C., Attorneys At Law; Jim Gettel, Managing Director of Schenck M&A Solutions; Pat Driscoll, Estate Planning Specialist of R&R Insurance Services, Inc.; and Bernie Fiedler from Waukesha State Bank Wealth Management.

Moderated by David Buslee, Partner of B2B CFO.

Hosted by OPEN - A CEO Forum, a program of the Waukesha County Business Alliance.
 
 

Location:
Citizens Bank of Mukwonago
2109 Corporate Drive, Waukesha
Date/Time Information:
Tuesday, October 11, 2011
7:30-9:00a.m.
Contact Information:
(262) 542-4249
Send an Email
Fees/Admission:

$20 for Alliance Members
$30 for Future Members