CFMA South Jersey

Wealth Transfer Planning for a Construction Contractor

When: Thursday, May 20th from 11:00 AM - 12:00 PM EST

Register in advance for this webinar:
After registering, you will receive a confirmation email containing information about joining the webinar.

A business is typically the most valuable asset in any business owner’s portfolio of investment assets. Like any other valuable asset, a business owner should take the appropriate steps to protect it.

A clear succession plan complimented by an appropriate shareholders agreement, life insurance, and other means of funding transfer of ownership and consideration of a potentially ever-changing estate and income tax landscape are a few of the topics to be covered in this session.
Our Presenters:
Stuart Smith III
National Director

Business Value Strategies | Wilmington Trust / M&T Bank - Emerald Advisory Services || Providing closely-held business owners with strategic counsel by leveraging significant investment banking experience to offer end-to-end expertise and objective advice on business transition strategies as part of the overall wealth planning and readiness process.
Blair Talty
Wealth Strategist

Vice President & Senior Wealth Planner
Wilmington Trust / M&T Bank - Emerald Advisory Services
**Based upon the interpretation of the regulation by the NJ State Board of Accountancy, this event will qualify for CPE credit. Our NJ CPE Sponsorship number is 20CE00227100. Per Sponsorship requirements, the Chapter is required to issue a CPE certificate of completion that includes the participant’s license number, so in order to receive credit, please provide you NJ license number on the Google Form evaluation you will receive after the conclusion of the seminar.**
This webinar is intended for General Members including CFOs, Controllers and Business Owners, as well as interested Associate Members. 

Although we are the Construction Financial Management Association, our meetings and educational opportunities often delve into topics relevant to various areas of operations. The benefits to your Construction team can range from your CFO and Controller to your Superintendents, Project Managers, Estimators and Field.

If you know someone, within your organization, a colleague or friend, who would benefit from access to this type of forum, please feel free to share this Webinar or CFMA – see for a Local Chapter near you!

**This Webinar will be recorded, and registrants will be provided access to the recording after the presentation.