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Join WEDA on Tuesday, February 28th for our next webinar: Advanced Business Planning Strategies: How Businesses are Increasing Their Value Today

Posted on February 27, 2023

When: Tuesday, February 28, 2023,

Time: 1:00 PM EST

WestPac Wealth Partners

WestPac Wealth Partners

Zoom Facilitator: Kathryn Thomas, ANAMAR Environmental Consulting, Inc.

General Webinar Overview:

Advanced Business Planning Strategies: How Businesses are Increasing Their Value Today. Learn the most relevant and impactful strategies on how to create a powerful business financial plan that sets conditions for a successful exit or wealth maximization. Topics include:

  • Increasing the Value of Your Business
  • Tax Updates & Planning Opportunities For Business Owners
  • Key Employee Retention & Education Challenges
  • Business Continuity Planning
  • Internal Succession OR -Transferring the Business or Shares to a Key Employee(s)
  • Purchasing & Selling of Businesses

Presenter Bios:

Donald Peasron is a Wealth Management Advisor at WestPac Wealth Partners and a Registered Representative (RR) & Investment Advisor Representative (IAR) of Park Avenue Securities. Donald is a CERTIFIED FINANCIAL PLANNER™, Retirement Income Certified Professional®, Chartered Financial Consultant®, and Wealth Management Certified Professional®. Donald has found a love for teaching and tutors college undergrad and post-graduate students in finance as well as aspiring Financial Advisors in their securities licensing. Donald’s most proud achievement is being a part of the Naval Academy football team that boasted a 4-0 record against Army and finished the season in the NCAA Top 25 rankings his Junior and Senior season.

Theo Stiller’s idea of success comes from helping other people accomplish their goals. Theo specializes in business/estate planning, Asset protection and investments, as well as life and disability insurance. Theo work closely with each of his clients to customize a plan that will work with their specific lifestyle and coach clients to live their best lives. Theo has a multicultural background as he was born in Hawaii and lived in Europe for 6 years. Theo moved to Maui to open the office on the beautiful Valley Isle.

PDH Credit: A certificate for one (1) professional development hour will be available for all participants who attend this webinar or view the recorded webinar online.


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