CENTRE REGION ESTATE PLANNING COUNCIL

Centre Region Estate Planning Council invites you to the upcoming symposium:

“Maximizing Family Wealth Through Team Alignment – Including Families with Significant and Complex Assets, and Closely Held Businesses.”  Successful succession and transition planning depends on integrating and aligning the three legs of a stool: 1) Business Plans and Asset Valuation, 2) Building and implementing a Financial Plan, and  3) an understanding of Personal Planning for the next phase of life.

We, CREPC, have assembled a talented panel of three experienced leaders with the expertise to collaboratively present and lead a discussion of the latest strategies needed to building a strong transition plan. This multidiscipline team will present ideas and opportunities necessary to the alignment of business, financial, and personal goals. Correctly aligning the 3 legs of the stool will prevent the weight of the transition plan from collapsing on the other legs.

We hope you can make it to this symposium. Please RSVP by June 12^th to the address as directed below, and feel free to pass along this invitation to those you feel may benefit from hearing this timely discussion.

You are cordially invited to attend the Centre Region Estate Planning Council Symposium, www.centreregionepc.org.