Past Events

Chapter Meeting - Succession Planning and Family Drama: How We All Can Help
Tuesday, January 26, 2021, 08:30am - 09:30am
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“Succession Planning and Family Drama: How We All Can Help”

Chaired by Kevin Best

with planned ZOOM Breakout Sessions

EPC LogoEstate Planning Council of Rochester

Chapter Meeting

"Succession Planning and Family Drama:

How We All Can Help"

Tuesday, January 26, 2021 8:30 - 9:30 AM on ZOOM

 

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When

Tuesday, January 26, 2021 from 8:30 AM to 9:30 AM EST

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EPC of Rochester and ZOOM will send out separate ZOOM URLs after registration confirmation, the week of January 18th. 

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Please register now to attend the EPC of Rochester Chapter Meeting "Succession Planning and Family Drama: How We All Can Help" 

Speakers - Dr. Jim Kestenbaum, President/Corporate Psychologist, The Solutions Group, Pittsford, NY and 

Mr. Kevin Best CFP AEP, MS, BEST TIMES Financial Planning, Inc.

This is an MORNING ZOOM PROGRAM

8:30 AM - 9:30 AM Presentation

One Continuing Education Credit is Pending for ALL Disciplines To earn CE credits attendees must Register and attend, staying to the end.  COMPLETE THE SPEAKER EVALUATION FORM at the end of the completed session only once.  Lawyers will need to enter the codes given by the speakers.

**PLEASE NOTE: Speaker Handout will be sent to you electronically in advance of the program. 

It is your responsibility to print it if you would like a hard copy at the Meeting.**

You also may wish to open on another device to view during meeting.

About the Program

"SUCCESSION PLANNING AND FAMILY DRAMA: HOW WE ALL CAN HELP"

1 - Introduction/Goals for the Presentation

2 - The Psychology of Succession

3 - Succession and "Roles"; Exercise Prep: "The Next Leader Impasse"

4 - Exercise: "The Next Leader Impasse" - Virtual Chat & Succession Readiness and Serving Leaders

        5 - Key Topic for Succession: Operational Control

        6 - Key Points Summary and Questions

About the Speakers

Dr. Jim Kestenbaum

Dr. Jim Kestenbaum is TSG's founder, having extensive executive coaching, selection, succession and career development expertise built on a Ph.D. in counseling psychology with specialization in Industrial/Organizational Psychology from the University of Maryland, College Park. 

He has worked with scores of executives in over 300 companies both locally and nationally.

Mr. Kevin Best CFP AEP MS

Mr. Kevin Best CFP, AEP, MS, of

BEST TIMES Financial Planning, Inc. has a bachelor of arts degree through SUNY Buffalo, a master of science degree from the University of Rochester and is a CERTIFIED FINANCIAL PLANNER" Practitioner. He has a FINRA Series 7 securities registration as well as all requisite state and insurance licenses needed to implement the financial plans.

Kevin's purpose is to bring value to his family, business, and community. This value is harnessed through the Serving Leader model that he follows. 

See full bio here

Cost To Attend

EPC Rochester Members 

Complimentary (included in your 2020-2021 dues)
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First time Guests who are prospective members will receive complimentary attendance:
Use Promo Code: FIRSTTIME


Please Contact EPC for Complimentary Registration by calling 585-586-6906 or emailing This email address is being protected from spambots. You need JavaScript enabled to view it..

Guests who do NOT qualify for Membership - $20

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All others guests - $99
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Attorneys with less than five years experience and working for a firm of less than five attorneys shall receive a 50% discount to attend all EPC meetings. Further, all law students who register in advance shall be admitted to the classes for free.

One Continuing Education Credit is Pending for ALL Disciplines To earn CE credits attendees must Register and attend, staying to the end.  COMPLETE THE SPEAKER EVALUATION FORM at the end of the completed session only once.  Lawyers will need to enter the codes given by the speakers.

**PLEASE NOTE: Speaker Handout will be sent to you electronically in advance of the program. 

It is your responsibility to print it if you would like a hard copy at the Meeting.**

You also may wish to open on another device to view during meeting.

 

Register Now!

I can't make it

 

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