Welcome to The Center for Wealth and Legacy Studies™
We are committed to helping successful business owners and families 'pass forward' their financial success along with their core values and virtues that created their wealth. The Center brings together a diversity of experience and professional backgrounds to identify and address the financial and legacy issues facing every business and family today. Our goals are to instill hope and provide a specific roadmap for continued success throughout the generations. The Center is a non-profit founded by a group of like-minded professionals. Read more....
Wealth & Legacy Seminar Series™
"Creating a Legacy in your Business, Family and World"
September 30, 2009
5:00 PM to 7:30 PM
- Passing family values and virtues along with the wealth: How is this done?
- Succession issues in the family held business: What makes it a unique challenge?
- Estate planning – tricks, traps and solutions
Moderator
William L. Exeter
President and Chief Executive Officer
Exeter Fiduciary Services, LLC
Exeter 1031 Exchange Services, LLC
Speakers
Louis A. Mezzullo
Partner
Luce Forward
Nationally recognized attorney Lou Mezzullo of Luce, Forward will be tackling the specific challenges facing family businesses in their succession issues, and expand on ideas to successfully “pass the torch” to future generations of the family..
R.J. Kelly, MSFS, ChFC
Founder & President
Wealth Legacy Group
Family issues which so often lead to a breakdown in a family unit can be avoided by preparing heirs for wealth and legacy ‘reception’ – How? By identifying the core virtues and values of the family, creating mission and vision statements, and then generating effective ways to communicate and get involvement and buy-in from all the heirs..
Register and Pay for a Wealth & Legacy Seminar
Click here to reserve your seat at one or all of our Wealth & Legacy Seminars. You can click here to remit your payment by credit card, debit card or personal check.