When

Thursday, July 26, 2018 from 9:00 AM to 10:30 AM EDT
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Presenter: Renee Caputi

Where

Coastal Wealth 
250 S. Australian Ave
Suite 1200
West Palm Beach, FL 33401  

 
Driving Directions 

Contact

Larry Ornstein 
Palm Beach SCORE 
561-833-1672 
larry.ornstein@scorevolunteer.org 
 

Exiting Your Business - Simple Steps -
"Coffee & Learn" Morning Workshop Series

Free Event!


The statistics on businesses surviving through multiple generations are not good. Just making it through the second generation is a milestone. The good news is business owners can buck these trends with proper planning. Simple Steps for Exiting Your Business, a 3 part series, will help business owners plan for the next stage of their business and their lives.

Session 1: June 28: Succession Planning.

Session 2: July 19: Retirement Planning.

Session 3: July 26: Estate Planning: This section gets into discussing multiple future planning scenarios, including the difference between estate reduction, liquidity and equalization, and the planning documents needed to leave a lasting legacy. It is never too early to start planning ahead. 

Presenter: Renee Caputi.

Renee’ is a trusted Advisor that provides wealth planning to Cross-Border and US Entrepreneurs and Families. She is a national speaker and educator who frequently teaches other professionals on the topics of US and International Taxation, Asset Protection, Entrepreneurship, Estate Planning, Wealth Management, and Investment topics including International considerations of cross-border investing, mergers & acquisitions and due diligence.    

As Senior Vice President and Wealth Advisor at Wells Fargo Private Bank, Renee' managed a portfolio of over $500M in assets. Prior to that she was the VP, Regulated Sales Manager at HSBC and then promoted to VP, Premier International Wealth Management to develop a new business proposition and lead a team of specialists working with Executive Leadership from five countries to create a Financial Planning Platform for multi-country launch.  Her experience with international clients has taken her to multiple countries in Europe, Asia, and South America to work with clients on how to properly position themselves with their investments in the United States and throughout the world.

Cost: Free
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