Business Owner Disability

ORANGE COUNTY VIRTUAL CHAPTER EVENT

Business Owner Disability


A closely-held business’ long-term success requires careful planning and the ability to adjust to both expected and unexpected events. Owners often believe all is in order, only to later find that transition plans failed to thoroughly address owner disability. In today’s reality, disability is three times more likely than death to affect one’s ability to function in business.

Join Sharon to discuss continuity planning for disability and the role of the professional trustee in better assuring balancing of interests and better business transition.

Since we cannot meet face to face, join the EPI Orange County chapter for a virtual chapter meeting. Upon registration, you will receive access to the broadcast link.

 

Learning Objectives:

  • Learn how to help business owners understand and prepare for their potential disability
  • Understand the role a professional trustee can play to balance the business’ best interest and sometimes sudden transition

 

About the Presenter:

Learn from industry expert Sharon A. Buck, Vice President / Senior Fiduciary Advisor Specialist for Wells Fargo.

Meet the Presenter

 

This event is free to attend! Thank you to our Sponsors:


EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIOrangeCounty.org.

About the Presenter


Sharon A. Buck

Sharon A. Buck

Vice President / Senior Fiduciary Advisor Specialist for Wells Fargo

Meet Sharon A. Buck.

Sharon A.  Buck, Vice President / Senior Fiduciary Advisor Specialist for Wells Fargo, has over 26 years working with closely held business owners, including her family’s own business. She specializes in the development and implementation of financial, estate and tax plans for high-net-worth individuals, families, foundations, and non-profits. Sharon holds the advanced professional designations of Certified Financial Planner, Certified Trust Financial Analyst, Enrolled Agent (tax), Trust & Estate Practitioner, Chartered Financial Consultant, and Certified Exit Planning Advisor. Sharon serves on the board of the Society of Trust and Estate Practitioners (STEP) Orange County, Planned Giving Roundtable of Orange County, and the UCI Advisory Council.


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CEPA Credit 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).