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4.29.17 - Succession Planning Fundamentals  (Live Seminar) 8 CPE / 7 CLE

4.29.17 - Succession Planning Fundamentals (Live Seminar) 8 CPE / 7 CLE

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  • When:Saturday, April 29th, 2017. 9:00 AM to 5:00 PM EST
  • Location:150 N. Radnor Chester Rd, Radnor PA 19087
  • CPE Credits:8 Management CPE
  • CLE Credits:7 Substantive CLE
  • Delivery Method:Group Live

This course covers how business owners should grow, protect and successfully exit from their business.  Our speakers will present a 6-step process in business succession planning while integrating a case study and real life examples. We will also discuss the due diligence process and the potential tax implications related to selling a business.

The presenters:

Brian Kennedy, AIF, ChFC, CRPC, CMFC, CLTC, LUTCF

Brian Kennedy is the President of Kennedy-Catalano Advisors Key Financial Group LLC, President of KCA Wealth Management LLC, President of Kennedy Advisors Key Financial Group LLC and President of Key Advisors Group of PA LLC (company name from 2003-2010) and has been an insurance and investment professional since 1993.

Brian has been a member of the National Association of Insurance and Financial Professionals ,since 1993. He is also a member of the Financial Planning Association and the Estate Planning Council of Central Pennsylvania ,Inc. He specializes in the areas of estate planning, retirement planning, business planning, investments, and insurance. 

Emrich Stellar, Jr, CBEC

Emrich is the owner of Stellar Advisor a financial services practice located in Bethlehem, PA. For over 25 years Emrich and his team have been helping family business owners and individuals grow and transfer their wealth. Mr. Stellar specializes in the design, implementation, funding, communications and services of complex planning solutions for motivated clients. 

Emrich has extensive experience in finding, developing, and networking the broadest range of solutions for client's problems in the areas of Estate/Tax Planning, Business Owner Planning, Executive Compensation Strategies and Charitable planning solutions. 

Mr. Stellar has been a speaker on the subjects of Estate Planning, Business Succession Planning, Executive Benefits plan design and Nonprofit Funding. Emrich earned his undergraduate degree from East Stroudsburg University and his Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr.



When:Saturday, April 29th, 2017. 9:00 AM to 5:00 PM EST
Where: Radnor Conference Rooms & Traning Center
150 N. Radnor Chester Rd, Radnor PA 19087
Speakers: Brian Kennedy, AIF, ChFC, CRPC, CMFC, CLTC, LUTCF and Emrich Stellar, Jr, CBEC
CPE Credits: 8 Management CPE
CLE Credits: 7 Substantive CLE
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Live
Tech Support: Bill Kline Email: william.kline@ceworkshops.com or Phone: 267-251-3805


McDevitt & Kline, LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:www.nasba.org.

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