Exit by Design: A Collaborative Approach to Business Succession and Strategic Exit Planning

Date: Tuesday, June 19, 2018
Time: 5:00pm - 8:00pm
Location: Dutchess Manor 263 NY-9D, Beacon, NY 12508
Speaker: S. Mark Alton, CFP, ChFC, CLU, CAP, AEP, MSFS, CPWA

We are very please to have Mr. Alton, who is President-Elect of NAEPC, as the speaker for our June meeting.  Mr. Alton has been advising multi-generational families of wealth and family enterprises since 1991.  He is the past chair of NAEPC's Advanced Estate Planning Strategies Conference and the Multi-Disciplinary Teaming and Professional Collaboration Committees.  He will be presenting on business succession and strategic exit planning.

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