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Feb 2015 Focus Group Meeting

February 26, 2015 @ 7:45 am - 9:00 am

Holistic Advice: Integrating Business Consulting,

Succession Planning, Liquidity Events, Estate Planning

 & Wealth Management

By Ron Miller, CFA, CCTS

Topics to be discussed:
• How to become a better business partner to your clients
• Typical liquidity transactions
• Wealth management from a fiduciary point of view
• Succession planning issues & opportunities
• Estate planning instruments for business owners
• Other estate planning opportunities

Date/Time
Thursday, February 26, 2015
8:00 a.m. – 9:00 a.m.
(Please arrive by 7:45a.m. for coffee and pastries)

Location
PDM, LLP
(Piazza, Donnelly & Marlette)
3460 Torrance Blvd., Suite 200
Torrance, CA 90503

For SBEPC Members Only

About Ron
Ron Miller is President of Trojan Fiduciary Services and Trojan Management Consulting. Ron is also a Managing Director at BCC Capital, a boutique investment bank.

Ron has almost 30 years of experience in all areas of business. He has served as CEO of a regional consulting firm, Division COO of a global 100 financial services company, and CFO of one public and several private middle market companies. As an investment banker, he has raised over $850 million and closed over 80 M&A and capital raise transactions, and as a management consultant he has led hundreds of strategy engagements for Fortune 1000 through start-up companies. Since 1985, he has served as Trustee, Analyst and Portfolio Manager, responsible for over $20 billion of assets in all asset classes.

Ron is a graduate of the University of Southern California and USC’s Marshall Business School, where he studied electrical engineering and business administration. He also attended CSU Fullerton, where he completed the coursework for the Licensed Professional Fiduciary designation.

Ron is a Chartered Financial Analyst and a Certified Corporate Trust Specialist.

RSVP online at www.sbepc.org
or email: larry@larrytakahashi.com

Details

Date:
February 26, 2015
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Larry Takahashi
Phone:
424-247-7268
Email:
larry@larrytakahashi.com

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map

Details

Date:
February 26, 2015
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Larry Takahashi
Phone:
424-247-7268
Email:
larry@larrytakahashi.com

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map