CWEPC Membership Meeting

Date: Wednesday, January 17, 2018
Time: 4:00pm - 6:00pm
Location: HopeWest
Speaker: Susan P. Rounds

We are excited to announce that Susan P. Rounds will be speaking at our meeting on January 17th.  Susan is a CPA and attorney (LLM in taxation) and is a director in the Wealth Planning Group of Deutsche Bank Wealth Management – Americas.  Susan is based out of San Francisco and Los Angeles and specializes in providing services and solutions to clientele in the areas of tax and estate planning, business succession, risk management, philanthropy, family governance and legacy planning.  She is a noted national speaker, author and commentator and her articles have been featured in leading publications such as Trust and Estates Magazine, The Journal of Practical Estate Planning, and The Journal of Private Wealth Management.  Susan also serves as the Editor for the NAEPC Journal of Estate and Tax Planning.

Susan’s topic of discussion with us will be: “Transition by Design:  Successful Succession of the Privately Held Business”.  All privately-held businesses will transition at some point – either by design or by default.  90% of privately-held business owners agree on the importance of business planning, yet only 33% have a business succession plan.  This presentation will identify the key drivers that underlie the business dynamics and the family dynamics and then illustrate a three-pronged approach to designing an integrated business succession plan that aligns the goals and objectives of the business and the family. 

Join us at 4:00 pm for registration, networking and a brief presentation from a local non-profit with the main topic discussion to begin at 4:30 pm.

Complimentary light refreshments will be served. 

Cost is free to CWEPC members.  Non-members are welcome for $25 per person.  First-time guests of a paid member are also free.  Please invite your colleagues!

**Please note that this email is sent through our Coloradowestepc.org website and therefore only CWEPC paid members are in receipt of this email.  If you'd like to inform colleagues about CWEPC events, please feel free to forward this email on to them.**

Please RSVP to Donna Green by January 12th - DGreen@dalbycpa.com

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