Complimentary Wine & Cheese Roundtable Event:

Business Transfer Strategiesfor the Successful Business Owner

Please join us as a panel of legal and financial professionals addresses these often overlooked but critical issues, and takes your specific questions.

Program hosted by:

Rashmi Singh
VP, Global Trust Bank

Speakers:

David S. Howard, JD, CPA (inactive)
attorney, Hoge Fenton Jones & Appel

Luis Ramirez
CPA, Perisho Tombor Ramirez Filler & Brown

Harry Schoenfeld, CLU, ChFC, MSFS
agent, New York Life Insurance Co.

RSVP:

Space is limited and RSVP is required by June 1.
Please contact: Cheryl Gregory to reserve a spot.
650.810.9412 cheryl.gregory@myglobaltrustbank.com