Thank you for your interest in WEDA's webinar, "Advanced Business Planning Strategies: How Businesses are Increasing Their Value Today". In this webinar, you will learn the most relevant and impactful strategies on how to create a powerful business financial plan that sets conditions for a successful exit or wealth maximization.
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When Occurred:
Tuesday, February 28, 2023,
Presenters:
DONALD PEARSON
WestPac Wealth Partners
THEO STILLER
WestPac Wealth Partners
Zoom Facilitator: Kathryn Thomas, ANAMAR Environmental Consulting, Inc. | General Webinar Overview: Advanced Business Planning Strategies: How Businesses are Increasing Their Value Today. Learn the most relevant and impactful strategies on how to create a powerful business financial plan that sets conditions for a successful exit or wealth maximization. Topics include: - Increasing the Value of Your Business
- Tax Updates & Planning Opportunities For Business Owners
- Key Employee Retention & Education Challenges
- Business Continuity Planning
- Internal Succession OR -Transferring the Business or Shares to a Key Employee(s)
- Purchasing & Selling of Businesses
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Presenters: - Donald Peasron is a Wealth Management Advisor at WestPac Wealth Partners and a Registered Representative (RR) & Investment Advisor Representative (IAR) of Park Avenue Securities. Donald is a CERTIFIED FINANCIAL PLANNER™, Retirement Income Certified Professional®, Chartered Financial Consultant®, and Wealth Management Certified Professional®. Donald has found a love for teaching and tutors college undergrad and post-graduate students in finance as well as aspiring Financial Advisors in their securities licensing. Donald’s most proud achievement is being a part of the Naval Academy football team that boasted a 4-0 record against Army and finished the season in the NCAA Top 25 rankings his Junior and Senior season.
- Theo Stiller’s idea of success comes from helping other people accomplish their goals. Theo specializes in business/estate planning, Asset protection and investments, as well as life and disability insurance. Theo work closely with each of his clients to customize a plan that will work with their specific lifestyle and coach clients to live their best lives. Theo has a multicultural background as he was born in Hawaii and lived in Europe for 6 years. Theo moved to Maui to open the office on the beautiful Valley Isle.
PDH Credit: A certificate for one (1) professional development hour will be available for all participants who attend this webinar or view the recorded webinar online. |
Thanks, and we look forward to seeing you online! ~ WEDA Education Commission |
