ATLANTA, GA, SEPTEMBER 18, 2018 – GENCapital, a wealth management firm, is proud to announce Brett R. Danko, CFP®, who serves as GENCapital’s Partner and President of Financial Planning Resource Center will speak at the 2018 Southeast Community Owners (SECO) Symposium. SECO18, the conference for community owners by community owners, is scheduled for October 9-11, 2018 at the Atlanta Airport Marriott.
Brett has worked in the financial services industry for over 25 years and is a featured nationwide lecturer on matters of personal finance. He is regularly called upon by the financial services industry to provide financial planning training to top tier financial advisors and to consult on complex planning issues.
Brett’s seminar at SECO18 is “Legacy planning – What to do with the Family Business?” The seminar focuses on helping business owners work through the process of contingency and legacy planning.
Various topics to be covered are:
- Setting up a contingency plan so that the owners’ wishes will be carried out in the event of sudden incapacity or death
- Keep the business in the family or sell it?
- Having an honest conversation with children concerning the future of the business
- Creating equality among heirs, specifically those NOT involved in the business
- Various ways of transferring your business
- Tax considerations for selling/gifting your business
In addition, GENCapital is an exhibitor, and Partner and Senior Investment Advisor Jeff Buice, CFP®, is on the planning committee.
More than 350 community owners, managers, vendors and other industry personnel from 25-plus states are expected to attend the symposium. Registration is open and includes educational workshops, networking, solo and panel presentations, vendor exhibits, food and drinks as well as a reception and Round Table Discussions Wednesday evening. SECO is a non-profit organization exclusively serving the needs of community owners and property managers. For more information, visit www.secoconference.com.
GENCapital is a wealth management firm offering investment management, financial planning and business advisory services for individuals, families and organizations. With a concierge approach, extensive resources and generations of experience, we go beyond traditional investment strategies and partner with you to deliver a plan customized to your goals. Based in Atlanta, Georgia, our team of qualified and reliable professionals is committed to developing long-term relationships and building your wealth for generations.
For more information, contact us.