UBS Financial
For private business owner clients at UBS, their life's work is reflected in their enterprise. Whether growing your business or considering an exit strategy, please join us to hear our distinguished speakers discuss topics such as:
- Turning success into a family tradition
- Liquidity strategies for your business
- Tax and asset protection strategies for business owners
- Advanced planning before a strategic exit
- Special presentation by Jonathan H. Ellis (Shareholder, Flaster Greenberg PC) on the impact of the SECURE Act on retirement and estate planning
Hosted by: The Atlantic Legacy Group
- Lulu X. Zappy, CLU, CFA, CFP
Financial Advisor - Douglas M. Pires, CFP
Senior Vice President
Wealth Management
Speakers
- Jonathan H. Ellis
Shareholder
Flaster Greenberg PC - Steven S. Poulathas, Esq.
Chair, Business & Corporate and Taxation
Flaster Greenberg PC - Walter J. Szymanski
Director, M&A
Everingham & Kerr - Kristen M. Toler, CPA
Senior Manager, Tax
Friedman LLP
Date and Time
Thursday, February 27, 2020
8:00 a.m. - 10:00 a.m.
*Complimentary breakfast will be served.
Location
Flaster Greenberg PC
1835 Market Street, Suite 1050
Philadelphia, PA 19103
RSVP
Please RSVP no later than Monday, February 24 by contacting:
Jessica C. DeBear
Team Administrator
856.988.4046
jessica.debear@ubs.com
