Dinner Meeting - Panel (Marc Solomon, Mauricio J. Alvarez, Michael DeSiato & Richard Becker) - Business Exit Planning: How to Successfully Exit Your Business

Date: Tuesday, April 18, 2017
Time: 5:15pm - 7:30pm
Location: Lynn University - Wold Theater

Sponsors:  Aucamp, Dellenback & Whitney     &     Boca Raton Regional Hospital Foundation

                   http://www.adw-appraisers.com/    &     https://www.brrh.com/Community/Foundation.aspx


Dear Members:


On behalf of the Board of the Greater Boca Raton Estate Planning Council, we welcome your attendance at our April meeting which will feature a panel discussion titled "HOW TO SUCCESSFULLY EXIT YOUR BUSINESS."  The names of the panel members are listed below and their bios are available on our website at http://www.bocaratonepc. org/


The event WILL NOT be held in our usual location. Instead, the event is taking place at Lynn University, Wold Performing Arts Center, located at 3601 North Military Trail, Boca Raton, FL 33431, on the Lynn University campus.  Please note that VALET IS COMPLIMENTARY at the door and we encourage members to take advantage of it. 


The program will begin at 5:15 PM with cocktails and light ​hors d'oeurves in the lobby area.  Our panel will begin their presentation around 5:40 PM on the stage of the Wold Performing Arts Center. Following the presentation, heavy hors d'oeurves and cocktails will be served.


Your attendance at this event is strongly encouraged as we will be voting on important changes to our bylaws as well as next season's slate of officers and directors. 


Our panel members are:


Marc I. Solomon, Esq., of Weiss, Serota, Helfman, Cole & Bierman

Mauricio J. Alvarez, CPWA, of UBS Financial Services

Richard Becker of Cross Keys Capital

Michael DeSiato, CPA, CFP & CExP, of Cherry Bekaert

W. Scott Parker, Jr., of UBS Financial Services (Moderator)


***this event is not hosted, co-sponsored, or endorsed by Lynn University***


Thank you to our Sponsors:

Aucamp, Dellenback & Whitney



Boca Raton Regional Hospital Foundation



Related Document(s):

See Upcoming Event Calendar