About Lunch/Brunch Conversations
Lunch/Brunch Conversations are free (normal phone charges apply) Members Only events.
A Lunch/Brunch Conversation is an open discussion among participants and a main speaker; it is not a formal presentation. FSP members who would like to participate in the event register to either "Talk & Listen" or to "Listen Only."
If you register to "talk and listen"… you can voice an opinion about the topic in discussion, ask a question, offer an observation, or just listen. Your active participation in the call is a way to tailor the event to your needs, and we encourage you to join in freely.
If you register to "listen only"…you will not be able to enter the conversation but only listen to what others are saying.
Lunch/Brunch Conversations are scheduled whenever issues arise that impact practitioners and their clients. Each one lasts approximately 45 minutes, from (typically) 1:00-1:45 pm Eastern Time and focuses on a specific Professional Interest Section.
When you register, you will receive an email with the phone number to call and an access code that allows you to participate in the event.
Succession PlanningRegister Online
Wednesday, 01/15/14 -
1:00 p.m. ET
Dennis M. Axman, CLU, ChFC, AEP, CFP, Vice President, Advanced Marketing with Pinnacle Insurance and Financial Services, and Managing Director of Advanced Market Resources, and Sam Torolopoulos, CPA/ABV, ASA, President of ATI Capital Group, will discuss the dynamics of succession planning showing how to accomplish a number of goals. These include: meeting the owner's personal motives; allowing the owner to have a clear understanding of any future management role; and providing a reasonable replacement income from reinvestment of the selling proceeds, even if those proceeds are received over time. Complicating these proceedings are the emerging and changing credit, estate tax, and global economic markets. Combining all these factors make transitioning the ownership of a privately-held business an uncertain proposition at best and a scary one at worst.
Sam G. Torolopoulos has been active in the field of Financial Consulting, Executive Compensation Planning, and Business Valuation-related activities for over 23 years.
Dennis M. Axman has more than 35 years of field and advanced market experience. He is an accredited estate planning specialist and a member of the Florida Estate Planning Council, as well as the Florida Partnership for Philanthropic Planning. Axman is a Life Member of the Million Dollar Round Table and a nationally recognized presenter on advanced marketing strategies. He is also a member of the North Florida Estate Planning Council and the North Florida Philanthropic Planning Council.