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DTSTART:20150616T203000Z
DTEND:20150616T220000Z
LOCATION:Toftrees Resort & Conference Center
UID:1174220150616T203000Z“Maximizing Family Wealth Through Team Alignment – Including Families with Significant and Complex Assets, and Closely Held Businesses.” 
DTSTAMP:20260622T023852Z
DESCRIPTION:\nCentre Region Estate Planning Council invites you to the upcoming symposium:\n \n“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.\n \n \n \nWe, 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.\n \n \n \nWe hope you can make it to this symposium. Please RSVP by June 12th 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.\n \nYou are cordially invited to attend the Centre Region Estate Planning Council Symposium, [www.centreregionepc.org](https://urldefense.proofpoint.com/v2/url?u=http-3A__www.centreregionepc.org&d=AwMFAg&c=qKhrOD_HxeWCaBAF9p7sbiho4hQtjGBwlowdK4VNqGw&r=hzc1xibXDiIKCA3F44L9d9TFPBEQPQcA0z4INKpjeto&m=bmG7v-dy7pCtbqxqIs4BoGjmyOIoqQpdFFHL_KLU3qk&s=RZWHiUn23ZV_tHUhRCUZPqkL8JdSHopO3zxBeAwnMrk&e=).\n \n \n  \nTopic:\n    \n"Maximizing Family Wealth Through Team Alignment – Including Families with Significant and Complex Assests, and Closely Held Businesses "\n      \nDate:\n   \nTuesday, June 16, 2015\n   \nTime:\n   \n4:30 pm - 6:00 pm – Program\n \n6:00 pm – 7:00 pm – Social Hour*, Patio deck, weather permitting\n   \nLocation:\n   \nToftrees Resort and Conference Center, location\n   \n \n   \nOne Country Club Lane, State College, 16803\n   \nRSVP:\n   \nTo  carverlawllc@gmail.com  no later than Friday, June 12th\n \n \n \n \n \n** Guests and Non-members welcomed - $25 registration fee\n \n* Limited complementary refreshments & appetizers will be offered\n   \n \n   \n \n  \n \n
SUMMARY:“Maximizing Family Wealth Through Team Alignment – Including Families with Significant and Complex Assets, and Closely Held Businesses.”  - Centre Region Estate Planning Council 
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