The Atlantic Legacy Group, UBS Financial
Steve Poulathas will be speaking at an upcoming Business Owner Forum for UBS Financial Services Inc. on June 27, 2019 in Mount Laurel, NJ.
Program Description
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 on Thursday, June 27th to hear distinguished speakers around 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 exist
- Special presentation by CyZen: practical guidance to strengthen your business' security posture and help your organization defend against attacks
Hosts
- Lulu X. Zappy, CLU, CFA, CFP
Financial Advisor
The Atlantic Legacy Group, UBS Financial Services Inc. - Douglas M. Pires, CFP
Senior Vice President, Financial Advisor
The Atlantic Legacy Group, UBS Financial Services Inc.
Speakers
- Steven S. Poulathas, Esq.
Chair, Business & Corporate Department
Flaster Greenberg PC - Walter J. Szymanski
Director, M&A
Everingham & Kerr - Kirsten M. Toler, CPA
Senior Manager, Tax
Friedman LLP - Jacob Lehmann
Managing Director
CyZen, a Friedman LLP Company
Date and Time
Thursday, June 27, 2019
8:00 a.m. - 10:00 a.m.
Location
UBS Financial Services Inc.
501 Fellowship Road, 3rd Floor
Mount Laurel, NJ 08054
RSVP
Please contact Jessica C. DeBear, Team Administrator at UBS Financial at jessica.debear@ubs.com or by phone at 856.988.4046 to RSVP by Monday, June 24, 2019.
