Charitable Planning May Be The Best Succession Planning for Family and Closely-Held Businesses

 

      Lexington Chapter of Financial Service Professionals

Presents

"Charitable Planning May Be The Best Succession Planning for Family and Closely-Held Businesses" 

Charitable planning may be the best succession planning technique for closely-held business owners as well as high net worth families.  Our speaker, James Aussem, will show us how such planning can be beneficial to everyone.  James is an estate planning and corporate law attorney with the firm, Cavitch Familo & Durkin in Cleveland, Ohio.  James comes to us as a well known speaker and also as the current President of SFSP.  Jim will share a valuable planning tool with us and give us an update on SFSP nationally.  This will be a great year-end meeting and well worth attending. 

 

    

             Tuesday, June 13, 2017   

           11:30 a.m. - 1:00 p.m.

 

            

           

Chophouse

2640 Richmond Road

Lexington, KY

Lunch is included

1 hour of CE, CLE, CFP, and CPE Credits Have Been Applied For 

      Registration fee:

      $20 Member pay on-line in advance

$25 Member pay at door

  $50 Potential Member

FREE for Members that bring a First Time

Membership Eligible Guest.  Guest is also FREE.

        

Not a current Member?

Click the link below to join!

http://myfsp.financialpro.org/signin?ReturnURL=~/JoinOptions

                       

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Sponsors
Corporate partners are vital to the on-going success of the Lexington Chapter of FSP.  We are committed to maximizing this investment by offering various levels of participation. 
       
       
                                           
                  
             

 

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Lexington Chapter FSP Board of Directors: