Business Succession and Family Dynamics and Governance

Business Succession and Family Dynamics and Governance with Susan Rounds on tools of the trade. 3 hour Continuing Education opprotunity! Please join us on Wednesday, October 21 at 7:30 a.m.

When

Wednesday, October 21, 2020 from 7:30 AM to 11:00 AM EDT

Where

Elcona Country Club

56784 County Road 21
Bristol, IN 46507

Event Address Map
Driving Directions

Contact

Carrie Berghoff
Community Foundation of Elkhart County
574-295-8761
carrie@inspiringgood.org
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Look who else is already registered!

Mark Andrews  Indiana Trust Wealth Management
Andrew Asma  Edward Jones , Financial Advisor
Cien Asoera  Edward Jones , Board (Fee Waived)
Melinda Aven  Northwestern Mutual , Northwestern Mutual
Nancy Bean  Mental Health Awareness of Michiana , Board member
David Beaverson  KeyBank , Client Experience Manager
Madeline Bond  Stifel , Client Service Associate
Naun Cerrato  Churches
Brian Clark  Sanders & Pianowski LLP , Partner/ Attorney
Matthew Cotton  The Patzer Group at Wells Fargo Advisors Financial , The Patzer Group LLC
Samantha Dawson  Everence
Rod Diller  Everence Trust Company
Thomas Eisele  Attorney at Law , Retired Senior Vice President & Chief Legal Offic
James Farrelly  RSM Wealth Management , Director
Dawn Fisher  KeyBank , Fiduciary Strategist
Amy Gardner  Burggraf Law Office P.C.
Randall Hesser  Warrick and Boyn, LLP , Warrick and Boyn, LLP
Rex Hochstedler  Everence , VP of Everence Asset Management Administration
Brian Hoffer  Kindig and Sloat , Attorney
Shannon Klein  First State Bank of Middlebury , Vice President and Trust Officer
Andrew Lynch  RSM US Wealth Management , Manager
Lori Miller  Everence Financial , Trust & Estate Administration Specialist
Roger Nafziger  Goshen College , Director of Gift Planning
Elizabeth Naquin Borger  STIFEL , STIFEL
Karen Nevorski  Arnold Family Office , Manager
Mike Nicolini  RSM US WEALTH MANAGEMENT LLC , RSM US WEALTH MANAGEMENT LLC
Michael Pianowski  Sanders Pianowski LLP , attorney
Christopher Spataro  Elkhart Superior Court No. 5 , Judge
Kari Tarman  Oaklawn Foundation for Mental Health Inc , Executive Director of the Oaklawn Foundation
Matthew Yeakey  Sanders Pianowski LLP , Attorney
Rick Yoder  Edward Jones , Financial Advisor
J. Charles Zercher  Kindig & Sloat, PC