Past Event

Seven (not so) Secret Keys to Successful Business Succession

Planned Giving Round Table (PGRT)

  • Date & Time
    -
  • Location

    The Associated’s Pearlstone Boardroom
    5700 Park Heights Avenue
    Baltimore, MD 21215

  • Event Type
    Conference
  • Register here
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AFS Partner Tom Abendroth will present at The Associated Jewish Federation of Baltimore’s Planning Giving Roundtable on November 5.

In Tom’s roundtable “Seven (not so) Secret Keys to Successful Business Succession,” he will outline seven key steps that advisors can use to guide clients with confidence through succession planning. Tom will discuss how the right strategies and guidance can make all the difference during the complex process of passing a family business from one generation to the next.

This program is eligible for 1 hour of Continuing Education (CE) credits for: AEP, CAP, CFP, and CPA. For more information, click here.

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