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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

  • Tuesday, December 04, 2018
  • 8:00 AM - 9:30 AM
  • BROWARD @ NSU full details on parking, bldg, exact location in your confirmation of registration email.

Registration

  • 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
  • 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

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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

accounting firm


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

Brand


MARC I. SOLOMON, PARTNER  BIO LINK

WSH Law firm logo


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


 


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