DATE AND TIME
February 13, 2018
Founders Building Training Room
2410 Evergreen Rd
Gambrills, MD 21054
As your business grows, the financial risks and complexities increase, but your time and ability to deal with them decrease. Business and personal financial planning can help you maximize the value of your business and meet your personal financial goals.
Join our team of experts at this informative workshop to secure your future!
William J. Hufnell, CPA, CFP—Bay Point Wealth Management
Bill has extensive knowledge of income and estate tax laws and works with owners to craft business plans that meet their personal wealth management needs.
Karen N. Shapiro, Esq.—Stein Sperling Bennett De Jong Driscoll PC
Karen guides clients through the legal process of transitioning their businesses to market buyers, key employees or family members, with a focus on strategic planning.
R. Todd Grandy, CLU, ChFC—Northwestern Mutual Insurance
Todd helps owners design, finance, and implement executive benefit, supplemental insurance, retirement plans and related benefits, helping to provide seamless risk management, insurance and benefits planning solutions.
Lunch is provided—please specify any dietary restrictions.
Pre-registration is required.
ABC Chesepeake Shores Member- $35 Individual
ABC Chesepeake Shores Non-Member- $55 Individual
For more information and registration, please click here.