Succession Planning for the Family Business - EPCNNJ Dinner Meeting

Date: Wednesday, November 20, 2019
Time: 6:00pm - 8:15pm
Location: The Madison Hotel, One Convent Rd. Morristown, NJ
Speaker: Chi-Yu Liang, J.D. – VP, Goldman Sachs; Joy Matak, J.D., LL.M – CohnReznick; Andy Stamelman, J.D., LL.M – Sherman Wells Sylvester & Stamelman LLP; Moderator: Chris Koza – VP, Goldman Sachs


      6:30 PM    DINNER BEGINS                                                                           

      7:00 PM    PROGRAM BEGINS                            

      8:15 PM    PROGRAM ENDS




SPONSOR:     RegentAtlantic



Family businesses are the backbone of the American economy and possess the special attribute of focusing on long-term results while maintaining core values of the family. For family businesses it is both the transfer of wealth, and values that require thoughtful planning and consideration when devising a succession plan. Please join us for a dynamic panel discussion that will address issues related to succession planning to optimize the financial outcome and wealth transfer, mitigate risk and preserve family values and legacy.



This program has been submitted for approval by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.5 hours of total CLE credit. Of these, 0 qualify as hours of credit for ethics/professionalism, and 0 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law.


CFP and CPA continuing education credit will be offered for this presentation.





                                                                                                  Deirdre R. Wheatley-Liss, Esq.

                                                                                                                                          First Vice President

                                                                                                                                          Program Chairperson



No Fee for Members

Guest Fee $75.00

Pay below online or pay by Check or Credit Card at the Door (Amex accepted at the door)




Please respond by Friday, November 15, 2019                                Web


                                                                                                             Mail    EPCNNJ, Inc.

                                                                                                                        P.O. Box 855

                                                                                                                        Bernardsville, NJ  07924

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