PLACER COMMUNITY FOUNDATION & SUTTER AUBURN FAITH HOSPITAL FOUNDATION PRESENT
Estate Planning Professionals Roundtable Increasing Value to Family Business Clients
Jim Merrill Keith Merson Alex Constantino Mike Wilson Whit Simpson Margaret Heiser Fulton Mindy Danovaro Reuben Williams Veronica Blake
January 14, 2009 7:30 a.m. - 9:00 a.m.
Peter Johnson is Director of both the Westgate Center for Management Development and the Institute for Family Business in the Eberhardt School of Business at the University of the Pacific. Johnson founded the Institute for Family Business in 1997. Family businesses own or control more than 80% of all businesses in the United States. Yet, most professional advisors lack a full understanding of the unique dynamics that both enable and hinder family businesses from making decisions. Join Peter Johnson as he discusses some of the greatest challenges and opportunities in working with family businesses and gain a better understanding of the complex issues facing our family business clients.
Who should attend: Location: RSVP to: Estate Planning Professionals including Attorneys, CPAs, Financial Advisors, Insurance and Real Estate Professionals Sutter Auburn Faith Hospital – Conference Room A 11815 Education Street, Auburn, CA Carol Zobel at 530.888.4557
This roundtable provided free of charge to first 80 registrants.