[Fredslist] Fw: Succession Planning for Attorneys and Their Business Clients. Attorneys Only 3 MCLE Event. 2/9

[Kelly Welles]

Fellow Gotham attorneys, non-practicing attorneys and non-Gothamite attorney friends:
 
Please scroll below to learn more about this timely three MCLE evening seminar on Feb. 9 and how three fellow Gothamites - Lew Tesser, Tesser, Ryan & Rochman, LLC and NYCLA VP;  Michael Garibaldi, CEO of Israeloff Trattner & Co., P.C.; and Kelly Welles, 
LUTCF, Welles Financial Services, unite their respective expertise to bring leading edge insights, strategies and case histories to protecting, transferring and stregnthening one's business as an asset.
 
Kelly Welles
Chair, Diversity

 
 
 
Succession Planning for Attorneys and Their Business Clients
Thursday, February 9, 2012, 6:00 PM – 9:00 PM
Location:New York County Lawyers ’ Association, 14 Vesey Street , New York , NY
Course Description:As the population continues to age more and more attorneys and business owners are thinking about retirement and how to obtain value for the businesses or practices that they have spent their entire careers building. Join us for a practical program which addresses the issue of succession planning as a way to market the business/practice and provide for retirement or survivor income. Other topics to be addressed include;
	* the downside of failure to develop a succession plan; 
	* identifying the goals and objectives of the business owner/law practice partners; 
	* buy-sell agreements; 
	* funding the agreements; 
	* valuation of businesses and practices and valuation methods; 
	* ensuring successful transitions and avoiding problems;
	* dealing with ethical issues involved in transactions involving teh sale of a practice or business
Program Co-sponsor: NYCLA’s Ethics Institute

Faculty: 
Michael Garibaldi,Israeloff Trattner & Co., P.C.; Alan E. Kahn, Esq.; Victor Muro, FIS, LLC; Lewis Tesser, Tesser Ryan & Rochman LLP, Vice President NYCLA and Director, NYCLA's Ethics Institute; Kelly Welles, LUTCF, Welles Financial Services;
 
CLE Credits Available:3 MCLE Credits
3 MCLE Credits: 1 Ethics; 2 PP; Transitional and Non-transitional (also NJ)
For More Information and to Register go to www.nycla.org
 
 
 






 
Kelly Welles, President
wellesfinancialservices.com
Trusted Advisor to Attorneys and Accountants
Specializing in Insurance and Benefits
Member NL Financial Alliance
733 Third Avenue @46th St. Suite 200New York, NY10017Cell  917-626-8590 
Fax   212-541-5900__________________________________________
WELLES FINANCIAL SERVICES
Optimizing Business & Personal Financial Assets

Kelly Welles is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.,. Securities and investment advisory services are offered solely by Equity Services, Inc., 733 Third Ave., Suite 200, New York, NY 10017. Tel: 212 986-0400. Member FINRA/SIPC, Broker/Dealer and Registered Investment Advisor Affiliate of National Life Insurance Company (NLIC), Montpelier, Vermont. NL Financial Alliance is a trade name and Distribution Channel of NLIC

 
 
Succession Planning for Attorneys and Their Business Clients
Thursday, February 9, 2012, 6:00 PM – 9:00 PM
Location:New York County Lawyers ’ Association, 14 Vesey Street , New York , NY
Course Description:As the population continues to age more and more attorneys and business owners are thinking about retirement and how to obtain value for the businesses or practices that they have spent their entire careers building.
Join us for a practical program which addresses the issue of succession planning as a way to market the business/practice and provide for retirement or survivor income. Other topics to be addressed include;
	* the downside of failure to develop a succession plan; 
	* identifying the goals and objectives of the business owner/law practice partners; 
	* buy-sell agreements; 
	* funding the agreements; 
	* valuation of businesses and practices and valuation methods; 
	* ensuring successful transitions and avoiding problems;
	* dealing with ethical issues involved in transactions involving teh sale of a practice or business
Program Co-sponsor: NYCLA’s Ethics Institute

Faculty: 
Michael Garibaldi,Israeloff Trattner & Co., P.C.; Alan E. Kahn, Esq.; Victor Muro, FIS, LLC; Lewis Tesser, Tesser Ryan & Rochman LLP, Vice President NYCLA and Director, NYCLA's Ethics Institute; Kelly Welles, LUTCF, Welles Financial Services;
 
CLE Credits Available:3 MCLE Credits
3 MCLE Credits: 1 Ethics; 2 PP; Transitional and Non-transitional (also NJ)
For More Information and to Register go to www.nycla.org
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