Business Transition / Succession Planning

DELAWARE COUNTY ATTORNEY/CPA FORUM

NOTICE OF MEETING

TOPIC                     Business Transition / Succession Planning

DATE:                        May 1, 2019

TIME:                        8:00 AM to 9:15 AM.  Registration begins at 7:30 AM

DISCUSSION 
LEADER:         Peter Tedesco, Moderator, UBS Financial Services; Brian Brogan, Dir. of the Initiative for Family Business and Entrepreneurship at St. Joseph’s University; William Doyle, President of The Bridlebrook Group; Robert Simpson, Managing Partner of Brinker Simpson & Company, LLC        

PLACE:                    DiFabio’s Market & Tap, 1243 N. Providence Road, Media, PA 19063

PRICE:                     $20.00 for members and $25.00 for non-members

CPE/CLE CREDITS:    This meeting will qualify for 1 credit hour of Continuing Professional Education for CPA’s and 1 hour of Continuing Legal Education credit for attorneys.   The Forum will provide CLE Approval and Credit Request forms upon request, and attendees are responsible for applying for the CLE credit directly with the PA CLE Board at a cost of $1.50.