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DTSTART:20190129T013000Z
DTEND:20190129T040000Z
LOCATION:Mariani’s Restaurant - 2500 El Camino Real | Santa Clara, CA 95051
UID:1655820190129T013000ZJanuary 2019 Dinner Meeting
DTSTAMP:20260501T091953Z
DESCRIPTION:\nJoin us for the first meeting of 2019 and learn about exit planning\n for financial service professionals! \n \nAGENDA\n5:30 pm | Reception & Networking (hosted by NAEPC and the AEP designation)\n6:00 pm | Dinner \n6:30 pm | Meeting & CE Program\n"Exit Planning for Financial Service Professionals: What Younger and Older Advisors Should Know About Transitions Into and Out of Business"\npresented by: [James S. Aussem, JD, AEP®](http://cavitch.com/attorney/james-s-aussem/)\nThis presentation is an examination of the most effective methods for realizing value from a senior professional’s life’s work. The concept of selling/transferring a professional services practice is reviewed and practical steps explained to accomplish an effective succession plan. The program offers one hour of CLE, CPE and CFP credit. \n \nREGISTRATION FEES\n Premier Members - No Fee (included in membership dues)\nRegular Members - $50.00 \nGuests - $65.00 \n \nRegister online or contact Council Executive, Stacie Sarasio @\n 402-991-3122 or Stacie@Non-ProfitServices.com \n
SUMMARY:January 2019 Dinner Meeting - Santa Clara County Estate Planning Council 
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DESCRIPTION:Reminder
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