EXECUTIVE ROUNDTABLE's Leadership Breakfast Series Invites you to JOIN US for: Wealth Transfer & Preservation | Business Succession Planning & Execution December 4th 2018 presented by Cherry Bekaert, MidCap Advisors, Weiss Serota Helfman Cole & Bierman

South Florida Executive Roundtable®

www.SFexecRoundtable.com

The EXECUTIVE ROUNDTABLE's Leadership Breakfast Series

Invites you to JOIN US in BROWARD at NSU's Campus in Davie, FL

for an executive presentation & breakfast networker on

Wealth Transfer & Preservation  |  Business Succession Planning & Execution

December 4th 2018, 8:00am

OPENING SPEAKER:

JACKIE LEDEA,  Senior Vice President - Senior Relationship Manager

Global Commercial Banking - Bank of America Merrill Lynch

EXECUTIVE PANEL:

MICHAEL DESIATO, CPA, CFP®, CExP  BIO LINK  (MODERATOR)

SIDNEY GLICK, PRINCIPAL, BIO LINK

SCOTT A. YODER, CVGA, CEPA, CM&AA, CPA* BIO LINK

MARC I. SOLOMON, PARTNER  BIO LINK

Agenda:

8:00am  -  Registration & Networking

8:20am  -  Welcome & Opening Remarks by Executive Roundtable Leadership

8:25am  -  Opening Speaker

8:35am  -  Panel Portion

9:15am  -  Panel Portion Ends with Audience Q&A,

then Additional Networking

9:30am  -  Event Concludes

questions? events@SFexecRoundtable.com

YOU MAY ACCESS OUR UPCOMING  &  PAST EVENTS BY CLICKING HERE

No onsite registrations, online only

REGISTER HERE

or copy & paste this link to your browser  https://executiveroundtable.wildapricot.org/events

No onsite registrations, online only

The SOUTH FLORIDA EXECUTIVE ROUNDTABLE^® (SFER)  is a C-Suite forum where executives share and provide insight, perspective, and knowledge in a small and interactive setting.   The SFER is comprised of mid to senior level professionals from the corporate and service sectors, primarily from within Florida and LATAM.    All are welcome to attend our OPEN meetings by registering in our events page;  CLOSED events and other SFER activities are by invitation only.   contact: events@SFexecRoundtable.com

more at www.SFexecRoundtable.com