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:
- Turning success into a family tradition
- Liquidity strategies for your business
- Tax and asset protection strategies for business owners
- Advanced planning before a strategic exit
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
