Business Owner Forum: Monetizing Your Life's Work

The Atlantic Legacy Group

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


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
Smolin, Lupin & Co., P.A.


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


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

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