The River Club, 1 Independent Drive, Suite 3500, Jacksonville, FL 32202 

Registration and Breakfast: 7:30 a.m.Workshop presentation: 8:00 a.m.Q&A Session: 9:30 a.m.

UNDERSTANDING BUSINESS VALUE:  Your business is likely your most valuable asset (other than your family).  However, you cannot open the Wall Street Journal to find its current trading value.  Learn what most successful business owners already know and you should too…..  Business Value! 

MAXIMIZING BUSINESS VALUE WHEN TRANSFERRING TO THE NEXT GENERATION:  Technique to transfer the wealth of your business to a trust for younger generations, while managing estate taxes and securing an income stream for retirement.  Hear how planning for effective wealth transfer can benefit your family in the future.

BUILDING BUSINESS AND PERSONAL WEALTH THROUGH RETIREMENT PLANS:   Saving for your retirement can be most tax effective by using the appropriate plan.  Learn which type of retirement plan is the best fit for you and your business. 

Workshop Presenters:Jeanie Taras, CFP®, Merrill Lynch

Lewis Hunter, CPA, Principal, ROCG Jacksonville

Jake Peek, Attorney, Driver, McAfee, Peek & Hawthorne