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Friday, Oct 20, 2017 at 12:00 PM to 1:00 PM EST
Maggiano's Cumberland, 1601 Cumberland Mall, Atlanta, GA, 30339, United States
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Maggiano's Cumberland, 1601 Cumberland Mall, Atlanta, GA, 30339, United States.
Speaker: Dale Herndon, Financial Advisor with Morgan Stanley Wealth Management
Topic: Investment Market and Succession Planning
An overview of the current market environment and its drivers will be presented, as well as, two strategies for succession planning (cross purchase and stock redemption plans) and the role of valuation firms in the planning process.
http://asaatlantachapter.org
The Atlanta chapter of the ASA is one of the largest in the country with over 150 members. We meet monthly for networking and continuing education with speaker topics that cover all disciplines.
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Friday, Oct 20, 2017 at 12:00 PM to 1:00 PM EST
Maggiano's Cumberland,
1601 Cumberland Mall,
Atlanta,
GA,
30339,
United States
