PRE-REGISTRATION FOR THIS EVENT IS NOW CLOSED.
As a special member benefit during the pandemic, current PEPC members will receive complimentary registration to our October 20th virtual luncheon program. Continuing education credits not included.
"Business Succession Planning:
Lessons Learned from Selling or Transferring a Business"
Mitchell A. Drossman is Managing Director and Head of National Wealth Strategies for the Chief Investment Office (CIO) within Bank of America’s Global Wealth & Investment Management (GWIM) division. In this role, Mitchell manages and leads the Wealth Strategies Advisors to provide objective insight to help U.S. Trust, Bank of America Private Wealth Management clients align their financial and estate planning strategies with their goals by integrating the full capabilities of our investment and financial planning services and by utilizing the broad range of Bank of America Corporation and its affiliates. Mitchell works with individuals, families, closely-held family businesses, family offices and institutions in conjunction with their tax and legal advisors to facilitate wealth transfer, business succession (pre-and post-liquidity event strategies), wealth structuring and estate planning needs that are often complex requiring customized analysis and strategies.
Zoom Webinar:Log-in information will be sent to all registered attendees the day prior to the program. We have reviewed several video communications services and have chosen Zoom for this event. Unfortunately, not all firms permit the use of Zoom so if you are prevented from using it to attend this event due to company restrictions, please join us using a personal computer or cellular phone or by simply dialing in and listening to the event from a telephone. If you will be using a personal device, please test your connection early; an app or registration may be needed the first time Zoom is used.
One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
Click here to download a printable registration form.
This Program is Being Sponsored by
Philadelphia Estate Planning Council
P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215
Fax: (856) 727-9504