Collaborative Case Study with Moderator
Please note this presentation will begin promptly at 11:30 am as it is a 90 minute event. Attendees will be seated with those in other disciplines to create discussion. Please register by Thursday, January 10th at 5:00 pm so seating arrangements can be determined.
Moderated by Robert B Wellendorf II CLU, CAP, AEP, this program is an interactive case study in which a panel of experts work through various scenarios of a business succession planning case. The guidance provided and outcomes for our clients are materially enhanced when working collaboratively; it is simply the only way.
Panelists:
Brian Kirby – representing the legal profession
Chance Stoeser – representing the CFP profession
Ron Staebell – representing the insurance planning profession
Michael Miranda – representing the CPA profession
About the Moderator:
Rob Wellendorf, CLU, AEP, CAP is the founder and owner of EXECSO, Inc. Based in Omaha, Nebraska, his firm conducts business in multiple states. EXECSO offers specialized services to business owners, including business succession planning and consultation on business exit strategies. Their focus is on the small-sized companies ranging from $5 million - $50 million. His experience in this marketplace spans over 25 years. He has spoken at a multitude of conferences and events around the country on these topics. Rob is the President-Elect for the Society of Financial Services Professionals, as well as is active in his local chapter of the Estate Planning Council.
