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DTSTART:20220510T114500Z
DTEND:20220510T131500Z
LOCATION:Wolferts Roost Country Club, Albany, NY
UID:2255620220510T114500ZSuccession by Design–Successful Succession of the Family Business & Wealth
DTSTAMP:20260429T223027Z
DESCRIPTION:\nWe are happy to say that we will meet in-person* at [Wolferts Roost Country Club](https://www.wolfertsroost.com/about/contact-us) on May 10. Registration and breakfast begin at 7:30am, president's comments and member voting at 7:45am, with the program from 8:00 to 9:30am.\n \nAnnual Meeting\n \nEach year at this meeting, the new officers slate is approved and the upcoming slate of directors is voted upon by our attendees. This year we will need one director from our membership. If you are interested in board service and want to get some details, feel free to contact any [director](https://www.epceasternnewyork.org/council/leadership). Our board meets four times each year to set programming and discuss how to best serve you, our members. Honestly, this is a great group of people and we enjoy our time together.\n \nShould you wish to be considered for board service, please email me no later than April 27.\n \nProgram \n \nImmediately following our Annual Meeting, we are pleased to welcome Susan Rounds, JD, CPA who will present:\n \nSuccession by Design–Successful Succession of the Family Business & Wealth\n \nAll privately-held businesses will transition at some point – either by design or by default.\n\n This presentation will:\n (1) Identify the key drivers that underlie the business dynamics and the family dynamics;\n (2) illustrate a three-pronged approach to designing an integrated business succession plan that aligns the goals and objectives of the business and the family\n (3) discuss strategic opportunities and pre-transaction planning steps to optimize the chosen path. \n \nSpeaker Biography\n \nSusan Rounds\n \nHead of Wealth Planning – Western Region\n \nDeutsche Bank Wealth Management\n \n \n \nSusan works with ultra-high net worth clients on matters of tax and estate planning, business succession, risk management, philanthropy, family governance and legacy.\n \nHer teaching experience includes the University of Georgia Law School, the Terry College of Business, the Becker CPA Review Course and the NYU Summer Institute on Taxation.\n \nSusan makes frequent presentations across the country and her articles have been featured in leading publications.  \n  \n* meet in-person: if the status quo remains the staus quo!
SUMMARY:Succession by Design–Successful Succession of the Family Business & Wealth - Estate Planning Council of Eastern New York, Inc. 
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DESCRIPTION:Reminder
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