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Sacramento In Person Chapter Meeting
Thursday, October 19, 2023, 11:30 AM - 1:00 PM PDT
Category: Chapter Meetings

REGISTER HERE

Meeting Title:
Business Succession Planning

Description of the meeting:
This presentation will help new and transitioning fiduciaries determine their options and next steps for business succession. Whether it is selling their practice, or transitioning to the next generation, this presentation will discuss what documents are needed and what considerations should be given now, before retirement.

Meeting Date:
Thursday, October 19, 2023

Meeting Time:
11:30 am - 1:00 pm 

Speakers:
Alexandria Goff, Esq.

Venue Name:
Weintraub  and Tobin

Venue Address:
400 Capitol Mall 11th Floor Sacramento CA 95814

Meeting Format:
In-Person

Food:
No Set Menu - Regular Menu

Vegetarian option:
Yes 

CEU/MCLE:
Practice Management - 1.0/1.0

PFAC Members Only:
No

Meeting Price:
Members: $20
Non-Members: $30
CSF or UCR: $15

Level of Difficulty:
Beginning to Intermediate
Advanced to Attorney

Thank You to Our Sponsor:
Amy de Vries of Keller Williams Tri-Valley

 

 

_____________________________________________________________________

For More Information Contact:
Brad Kuechler
[email protected]