We are excited to welcome Tom Garrity to present on "Beyond Taxes – The Challenges of Succession Planning for Family Businesses and the Impact on Estate Planning" on Wednesday, October 30th 2024. The event will take place at Saucon Valley Country Club.

Tom's presentation will draw on his experience as Managing Partner of Compass Point Consulting, LLC. Tom is a growth strategy and ownership transition expert with extensive experience in family businesses. Working directly with the owner(s) and their executive team, he helps guide them on their quest to build a successful company and maintain a strong family unit.

Registration 1:30-2:00