Strategic Positioning for Family Business Owners: Back to Basics
Join Jennifer Messa, CEPA, Senior Vice President and Wealth Strategy Market Director, PNC Wealth Management®; Joseph Fahey, CFA, CEPA, National Director, Business Succession Planning at PNC; Julie Williams, Executive Vice President, ESOP Solutions at PNC; Mark Buxton, CFP®, ChFC, CLU, CEPA, Senior Vice President, Wealth Strategy Regional Director for PNC Wealth Management®; and David Shaw, Publishing Director, Family Business Magazine, as they get back to basics and discuss opportunities that may exist for your family business in today’s climate.
Tuesday, August 25, 2020
2 p.m. ET | 11 a.m. PT
Family business owners need to think strategically and holistically about their business and personal planning in order to anticipate, adapt, and use change to their advantage. This especially applies when sudden change — like the COVID-19 pandemic — is thrust upon you. The fundamentals have not changed. It is time to “get back to basics”!
The pandemic has created sweeping systemic changes in our economy. While there are obvious threats and challenges, it has also created unprecedented planning opportunities that could help strengthen the long-term financial position of your company and its shareholders.
This webinar will:
Clearly explain the complex issues you may now be facing
Provide context on the short- and long-term implications of today’s climate
Teach you how to better position your company and family for the future
Jennifer Messa, J.D., LL.M., CEPA
Senior Vice President and Wealth Strategy Market Director, PNC Wealth Management®
Jennifer Messa leads a team of Wealth Strategists in Philadelphia, New Jersey and Delaware who have a high level of technical experience in estate, tax and wealth planning issues and provide advice on complex estate and other wealth planning issues. Jennifer's wealth strategy team works collaboratively with a team of specialists in investment management, trust and banking services to help clients achieve their financial objectives.
Prior to joining PNC Wealth Management, Jennifer practiced as a tax, trusts & estates attorney where she worked with high-net-worth families, individuals, and business owners in structuring and implementing estate and business planning to reduce estate, GST, gift and income taxes and protect wealth.
Jennifer is a member of the Philadelphia Estate Planning Council and has lectured on tax and estate planning topics for adult education programs, local businesses and attorneys.
Jennifer earned a B.A. in Political Science from Chestnut Hill College, a J.D. from California Western School of Law, and an LL.M. in Taxation with a certification in estate planning from Temple University Beasley School of Law.
Although not currently practicing law, Jennifer is admitted to the Bars of Pennsylvania, New Jersey, and the United States Tax Court.
Joe Fahey, CFA, CEPA
National Director, Business Succession Planning, PNC
Executive Vice President, ESOP Solutions, PNC
Mark Buxton, J.D., CFP®, ChFC, CLU, CEPA
Senior Vice President, Wealth Strategy Regional Director, PNC Wealth Management®
Publishing Director, Family Business Magazine