Webinar Recording | Family Love Letter October 6, 2022
Senior Wealth Advisor
As a Wealth Advisor and Certified Financial Planner™, Daniel Yoo builds relationships with entrepreneurs, executives and their families to achieve financial harmony with their personal and business goals. He is also a Certified Exit Planning Advisor® to help business owners understand and optimize the value of an exit strategy.
Director of Succession Planning
Risë Flenner is the Director of Succession Planning at PBMares, LLP. In this role, she helps clients with both business succession and personal succession planning and implementation.
Associate Wealth Advisor
As an Associate Wealth Advisor, Michael partners with the Wealth Management team to help clients with comprehensive financial plans, investment analysis, insurance, and estate planning, business exit planning, and retirement plan administration.
- November 3, 2022
Wealth preservation issues and strategies for multigenerational wealth; how to prioritize grantor intent for future generations while minimizing taxes and reducing conflict.
- October 14, 2022
Learn about the Family Love Letter, a family-owned business planning tool that bridges understanding and informational gaps from one generation to the next.
- August 30, 2022
The Inflation Reduction Act was signed into law on August 16. This webinar will guide you through the significant tax law changes and how they may impact you.