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Meeting/Seminar

Tips from the Collaborative Advisory Team for Your Client’s Successful Business Succession Planning - 23 October 2019

Host Branch
STEP Orange County
Event type
Meeting/Seminar
Venue
The Pacific Club
Address
4110 MacArthur Boulevard
Newport Beach
California
92660
Country
USA
Date
23 October 2019
Time
11:30 - 14:00
Description

Tips from the collaborative advisory team for your clients successful business succession planning.

Presenters:

Rick Fenelli, LL.M Founder and Partner, Fenelli Law Firm Mission Viejo, CA
Erin Fukuto, CPA Partner, Raimondo Pettit Group Irvine, CA
Carsten Hoffman, ASA, TEP Managing Director, Stout Irvine, CA
Robert J. Parzick Managing Director, Cody Peak Advisors, LLC El Segundo, CA

CPD
2 hour MCLE - 2 hour CPE - 2 hour CFP - 2 hour Insurance CE (pending)

CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.

Cost:
Members $35
Non-members $65
Contact name
Greg Custer
Contact email
administrator@stepoc.org
Register Add to Calendar events/tips-collaborative-advisory-team-your-client-s-successful-business-succession-planning-23 10/23/2019 11:30 10/23/2019 14:00 The Pacific Club, 4110 MacArthur Boulevard, Newport Beach, California, 92660 STEP Orange County Tips from the Collaborative Advisory Team for Your Client’s Successful Business Succession Planning - 23 October 2019 Tips from the collaborative advisory team for your clients successful business succession planning. Presenters: Hosted by: STEP Orange County. Contact: Greg Custer. Contact email: administrator@stepoc.org