Loading Events

« All Events

  • This event has passed.

Chapter Dinner – “Exit Planning for Financial Service Professionals: What Younger & Older Advisors Should Know About Transitions Into and Out of Business.”

January 28 @ 5:30 pm - 8:00 pm

January 28, 2019 5:30PM – 8:00PM

“Exit Planning for Financial Service Professionals: What Younger & Older Advisors Should Know About Transitions Into and Out of Business.”

Special Joint Dinner Event with Silicon Valley Society of FSP and the Santa Clara County Estate Planning Council.

You will not want to miss this great educational event and multidisciplinary networking opportunity!

 

Monday, January, 2019 Chapter Meeting Dinner

5:30pm – 6:00pm: Registration and Networking

6:00pm – 8:00pm: Buffet Dinner & Program

 

Mariani’s Restaurant

2500 El Camino Real

Santa Clara, CA 95051

 

Make your reservations today!

RSVP Today: Ms. Nancy Williamson Esq.

nlwlaw@gmail.com

 

For Information Call: (408)334-0004

 

Society of FSP Members: $45

Non-Members: $60

You will receive a link to prepay.

 

Program Overview

This presentation is an examination of the most effective methods for realizing value from a senior professional’s life’s work.  The concept of selling/transferring a professional services practice is reviewed and practical steps explained to accomplish an effective successionplan.  The program offers one hour of CLE, CPE, and CFP credit.

 

Networking

The Silicon Valley Society of FSP and the Santa Clara County Estate Planning Council have both been in existence for over 50 years.  Distinguished members include Financial Advisors, Financial Planners, Attorneys, CPA’s, Private Fiduciaries, Trust Officers, and Life Insurance Professionals.

 

Presenter

James S. Aussam, Esq., AEP

James S. Aussem, is a National president of the Society of Financial Service Professionals (FSP) and a shareholder in the Cleveland law firm of Cavitch Familo & Durkin, CO., LPA, as well as a member of its board of directors and Chair of the Business Practice Group.  Mr. Aussem’s practice is focused on succession planning, merging, and acquisitions as well as estates and trusts.

Mr. Aussem is a frequent speaker, facilitator, and instructor for many professional organizations on topics such as business succession, buying, and selling businesses, estate planning, insurance, trusts, and estates.  He has spoken at the Society of FSP’s Arizona Institute, Advanced Planning Clinic, the Cleveland Estate Planning Institute, the AICPA Advanced Planning Institute, the Cleveland Tax Institute, the Ohio Accounting Show, the Ohio Society of CPA’s Annual Tax Seminar, the Ohio State Bar Association, the Federal Bar Association, Cleveland Marshall College of Law, the Northern Ohio Planned Giving Day, MetLife Advanced Planning Symposiums, Ameritas Forum among other organizations.

Mr. Aussem was elected to the Executive Committee of FSP effective September 1, 2015 after serving as a national director since 2012.  He became the 90th president of FSP effective September 1, 2017.  He has been active in the Cleveland Chapter, serving as President 2010-2011.  He serves on the Planned Giving Committees of the Cleveland Museum of Art, University Hospitals and Baldwin-Wallace University.  He is a member of the Cleveland-Marshall College of Law, Dean’s National Advisory Council and also a member of the American, Ohio, and Cleveland Metropolitan bar associations as well as the Estate Planning Council of Cleveland.  He has been chosen as one of America’s Best Lawyers every year since 2009 and for the past 7 years, he has been chosen in two categories, Corporate Law and Trusts and Estates.

Mr. Aussem has been designated an Accredited Estate Planner (AEP®) by the National Association of Estate Planners & Councils.  Baldwin Wallace University in 2004 presented him with its Distinguished Alumni Award and The Cleveland Chapter of the Society of Financial Service Professionals named him its Financial Service Professional of the Year in 2013.

He earned his Juris Doctor degree from Cleveland-Marshall College of Law.  Mr. Aussem began his legal career as a tax attorney with Ernst & Ernst (now Ernst & Young).  He worked his way through undergraduate school employed in the securities industry, as well as in the trust department of the former National City Bank.  He graduated from Baldwin-Wallace University with a Bachelor of Arts degree.

Mr. Aussem is AV® Preeminent Rated – Martindale-Hubbell

 

Learn More About The Society of Financial Service Professionals and the Silicon Valley Chapter by Visiting Our New Chapter Website!

www.svsfsp.org

Details

Date:
January 28
Time:
5:30 pm - 8:00 pm
Event Categories:
, ,

Organizer

Silicon Valley FSP Chapter

Venue

Mariani’s Restaurant
2500 El Camino Real
Santa Clara, CA 95051 United States
+ Google Map