Fiduciary Attorney Summit
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  • Registration
  • Accommodations
  • Speakers
  • Sponsorship Opportunities
  • Schedule
Fiduciary Attorney Summit
  • Home /
  • Registration/
  • Accommodations/
  • Speakers/
  • Sponsorship Opportunities/
  • Schedule/
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Fiduciary Attorney Summit

Schedule

Fiduciary Attorney Summit
  • Home /
  • Registration/
  • Accommodations/
  • Speakers/
  • Sponsorship Opportunities/
  • Schedule/

Agenda At A Glance

Subject to change

Sunday, October 26

  • 6:00 – 8:00 pm: Welcome Reception

Monday, October 27

  • 7:30 am – 8:30 am: Networking Breakfast

  • 8:30 am – 9:00 am: Welcome and Introductions

  • 9:00 am – 9:50 am: EPI CA State of Union

  • 9:50 am – 10:40 am: Panel Discussion: M&A Deal Drivers and Deal Killers

  • 10:40 am – 11:00 am: Break

  • 11:00 am – 11:50 pm: Planning for Uncommon Financial Strategies Including Bitcoin Innovation

  • 11:50 am – 12:40 pm: Counseling: Awareness of Motive and Misunderstanding

  • 12:40 pm – 1:10 pm: Lunch

  • 1:10 pm – 2:00 pm: Integrated Legal/Tax/Business Planning Strategies: Timing, Combining, and Sequencing

  • 2:00 pm – 2:30 pm: Trends in Business Planning and How to Guide the Conversations with Your Clients (AI Integration, Sustainability, Flexible Work Models, Salary Increases, Data Security, and More)

  • 2:30 pm – 3:20 pm: Business Transition Tools to Attract, Engage, and Work with $20mil+ Revenue Businesses

  • 3:20 pm – 3:40 pm: Break

  • 3:40 pm – 4:30 pm: Perspectives from Exited Business Owners

  • 4:30 pm – 5:20 pm: Life Insurance is Just Math

  • 5:20 pm – 5:30 pm: Closing Remarks

  • 5:30 pm – 7:30 pm: Fireside Chat

* agenda subject to change

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