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Business Owner Forum: Monetizing Your Life's Work

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The Atlantic Legacy Group
June 9, 2022

For our private business owner clients, their life's work is reflected in their enterprise. Whether you are growing your business or considering an exit strategy, please join us to hear our distinguished speakers around topics such as:

Hosted by:

The Atlantic Legacy Group

Lulu X. Zappy, CFA, CFP®
Vice President
Certified Exit Planning Advisor®
Financial Advisor

Jordan Teichman, CFP®
Vice President
Financial Advisor

Lynn Fryckberg
Senior Vice President
Wealth Advisor
Portfolio Manager

Speakers:

Walter Szymanski
Director, M&A
Everingham & Kerr, Inc.

Kirsten M. Toler, CPA, CGMA
Managing Principal
KMT Consulting, LLC

Steven S. Poulathas, Esq.
Co-Managing Shareholder, Business & Corporate Taxation
Flaster Greenberg PC

Brad Balmuth, CPA
Partner
Smolin, Lupin & Co., P.A.

Date/Time:

Thursday, June 9, 2022
8:00 - 10:00 a.m. EST

Location:

Flaster Greenberg PC
1810 Chapel Ave W
Cherry Hill, NJ 08002

Seating is limited. RSVP by Friday, May 27 to Trisha Napolitano, Senior Client Service Associate by phone at 856-988-4043 or by email at Trisha.Napolitano@ubs.com.

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