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PRODID:-//ChamberMaster//Event Calendar 2.0//EN
METHOD:PUBLISH
X-PUBLISHED-TTL:P3D
REFRESH-INTERVAL:P3D
CALSCALE:GREGORIAN
BEGIN:VEVENT
DTSTART:20200514T113000Z
DTEND:20200514T130000Z
X-MICROSOFT-CDO-ALLDAYEVENT:FALSE
SUMMARY:Succession Planning Peer Group - Live Virtual Meeting
DESCRIPTION:Passing Wealth Tax Free\n\n	What will the future bring regarding taxes?\n	Gifting   annual giving & exclusions\n	Tax law fluctuation\n	Grantor retained annuity trusts\n	Family limited partnerships\n\nGenerously sponsored by Morgan Stanley   \n\n\n\nIt is never too early to think about succession planning in a family owned business!  This dynamic monthly peer group is facilitated by Bea Wolper of Emens & Wolper Law Firm\, Thaddeus O'Brien of O'Brien & Associates\, and Meredith Sugar of Taft Law. They provide a forum to discuss all aspects of succession planning - from inter-family dynamics to strategic planning - in interactive sessions that will provide the foundation for transitioning your family business to the next generation. This program is not just for founders/owners   attending together with successors or next gens is very important and beneficial.\n\n\n\nWe will be using ZOOM for our meetings since we cannot meet in person!  Here is the link for this peer group virtual meeting\, please register in advance:\n\nhttps://zoom.us/meeting/register/tJMpd-GprDIoHdSBPS5ZMpyniSGqzLSJd8x6\n\n\n\nAfter you register\, an email will be sent to you from ZOOM with log-in information for the meeting.  You do not need a ZOOM account to join\, you can attend this meeting from anywhere using a compatible computer or mobile device. We want to see your face so video will be enabled for peer group virtual meetings! Remember this is a casual group so appear as you are (messy hair/no make-up totally fine!).  Note that if you do not have video capability\, you are still welcome to join.\n\n\n\n** If you are new to ZOOM\, you can test your device here: https://zoom.us/test
X-ALT-DESC;FMTTYPE=text/html:<br />\n<span style="font-family:arial\;"><strong><span style="color:black\;"><span style="font-size:10.0pt\;">Passing Wealth Tax Free</span></span></strong></span>\n<ul>\n	<li style="background:white\;"><span style="font-family:arial\;"><span style="color:black\;"><span style="font-size:10.0pt\;">What will the future bring regarding taxes?</span></span></span></li>\n	<li style="background:white\;"><span style="font-family:arial\;"><span style="color:black\;"><span style="font-size:10.0pt\;">Gifting &ndash\; annual giving &amp\; exclusions</span></span></span></li>\n	<li style="background:white\;"><span style="font-family:arial\;"><span style="color:black\;"><span style="font-size:10.0pt\;">Tax law fluctuation</span></span></span></li>\n	<li style="background:white\;"><span style="font-family:arial\;"><span style="color:black\;"><span style="font-size:10.0pt\;">Grantor retained annuity trusts</span></span></span></li>\n	<li style="background:white\;"><span style="font-family:arial\;"><span style="color:black\;"><span style="font-size:10.0pt\;">Family limited partnerships</span></span></span></li>\n</ul>\n<em style="font-size: 13px\; background-color: rgb(255\, 255\, 255)\; color: rgb(68\, 68\, 68)\; font-family: arial\, Arial\, Helvetica\, sans-serif\;">Generously sponsored&nbsp\;by&nbsp\;<a href="http://fa.morganstanley.com/fortis/" style="color: rgb(7\, 130\, 193)\;">M</a><a href="http://fa.morganstanley.com/fortis/" style="color: rgb(7\, 130\, 193)\;">organ Stanley</a>&nbsp\; &nbsp\;</em><br />\n<br />\n<span style="color: rgb(51\, 51\, 51)\; font-size: 13px\; font-family: corbel\, sans-serif\;"><span style="font-size: 10pt\;">It is never too early to think about succession planning in a family owned business!&nbsp\;&nbsp\;</span></span><span style="color: rgb(51\, 51\, 51)\; background-color: rgb(255\, 255\, 255)\; font-family: corbel\, sans-serif\; font-size: 13.3333px\;">This dynamic monthly peer group is facilitated by</span><span style="color: rgb(51\, 51\, 51)\; font-size: 13px\; font-family: corbel\, sans-serif\;"><span style="font-size: 10pt\;">&nbsp\;Bea Wolper of Emens &amp\; Wolper Law Firm\, Thaddeus O&rsquo\;Brien of O&rsquo\;Brien &amp\; Associates\, and Meredith Sugar of Taft Law. They provide a forum to discuss all aspects of succession planning - from inter-family dynamics to strategic planning - in interactive sessions that will provide the foundation for transitioning your family business to the next generation. This program is not just for founders/owners &ndash\; attending together with successors or next gens is very important and beneficial.</span></span><br />\n<br />\n<span background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, &quot\;Trebuchet MS&quot\;\; font-size: 13px\; background-color: rgb(255\, 255\, 255)\;" trebuchet="">We will be using&nbsp\;ZOOM for our meetings since we cannot meet in person!&nbsp\; Here is the link for this peer group virtual meeting\, please register in advance:</span><br background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, &quot\;Trebuchet MS&quot\;\; font-size: 13px\; background-color: rgb(255\, 255\, 255)\;" trebuchet="" />\n<a href="https://zoom.us/meeting/register/tJMpd-GprDIoHdSBPS5ZMpyniSGqzLSJd8x6" style="color: rgb(7\, 130\, 193)\; font-family: sans-serif\, Arial\, Verdana\, &quot\;Trebuchet MS&quot\;\; font-size: 13px\;">https://zoom.us/meeting/register/tJMpd-GprDIoHdSBPS5ZMpyniSGqzLSJd8x6</a><br background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, &quot\;Trebuchet MS&quot\;\; font-size: 13px\; background-color: rgb(255\, 255\, 255)\;" trebuchet="" />\n<br background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, &quot\;Trebuchet MS&quot\;\; font-size: 13px\; background-color: rgb(255\, 255\, 255)\;" trebuchet="" />\n<span background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, &quot\;Trebuchet MS&quot\;\; font-size: 13px\; background-color: rgb(255\, 255\, 255)\;" trebuchet="">After you register\, an email will be sent to you from ZOOM with log-in information for the meeting.&nbsp\; You do not need a ZOOM account to join\, you&nbsp\;can attend this meeting&nbsp\;from anywhere using a compatible computer or mobile device.&nbsp\;We want to see your face so video will be enabled for peer group virtual meetings!&nbsp\;Remember this is a casual group so appear as you are (messy hair/no make-up totally fine!).&nbsp\; Note that if you do not have video capability\, you are still welcome to join.</span><br font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, &quot\;Trebuchet MS&quot\;\; font-size: 13px\; background-color: rgb(255\, 255\, 255)\;" trebuchet="" />\n<br font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, &quot\;Trebuchet MS&quot\;\; font-size: 13px\; background-color: rgb(255\, 255\, 255)\;" trebuchet="" />\n<strong background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, &quot\;Trebuchet MS&quot\;\; font-size: 13px\; background-color: rgb(255\, 255\, 255)\;" trebuchet="">** If you are new to ZOOM\, you can test your device here:&nbsp\;<a href="https://zoom.us/test" style="color: rgb(7\, 130\, 193)\;">https://zoom.us/test</a></strong>
LOCATION:https://zoom.us/meeting/register/tJMpd-GprDIoHdSBPS5ZMpyniSGqzLSJd8x6 Webinar ID: 974-0812-9270
UID:e.9081.4320
SEQUENCE:3
DTSTAMP:20260506T232833Z
URL:http://conwayfamilybusiness.memberzone.com/events/details/succession-planning-peer-group-live-virtual-meeting-05-14-2020-4320
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