MAKING THE RIGHT MOVES FOR THE FUTURE
Wednesday, March 24th, 2010 ● 11:30 a.m.-1:15 p.m.
The Blue Water Grill
1720 E Camelback Road – Phoenix, AZ 85016 - 602-277-3474
After years of building your business, you deserve to have the business continue after you exit. This talk will highlight the 10 Deadly Sins of business succession planning, as well as both basic and innovative elements of an exit strategy. The practical ideas discussed may mean hundreds of thousands of dollars to you.
Our speaker, Don Fergus Jr., is a tax, business and estate-planning attorney. He has practiced for more than 25 years in the areas of estate planning, wealth transfer, probate and trust law. He has extensive transactional experience in the administration of trusts and fiduciary accountings as well as litigation involving trust and estate issues.
Mr. Fergus works closely with business owners in asset transfers and succession planning through family limited partnerships, limited liability companies, irrevocable life insurance trusts and other gifting plans. Don’t miss this practical and informative presentation!
Let the Federated Representative know if you will be attending when he comes by to see you at your shop or call Luz at 602-544-2600 or via email at luzrubio@asaaz.org