Speaking Engagements
2019 Strategies for Business Succession and Estate Planning
DATE
February 26, 2019
On Feb. 26, David Malson of the Grand Rapids office, along with referral sources Baker Holtz LLP and Strategies Wealth Advisors, hosted a seminar at the Grand Rapids Art Museum titled “2019 Strategies for Business Succession and Estate Planning.” The event attracted 20 clients, referral sources and community partners for a discussion on strategies and best practices for integrated business succession and estate planning for owners of privately held companies. Matt Wells of the Grand Rapids office also attended the event.
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