Academy's Expertise Sought Out By Wells Fargo's Small Business Webcast Series
Associate Director of Education Sits on Panel for Retirement and Transition Strategies
SAN DIEGO, California – November 11, 2008 - Steve Hartnett is spreading his knowledge of estate planning to small business owners across the country. Mr. Hartnett, Associate Director of Education for the American Academy of Estate Planning Attorneys, participated as a panelist for the webcast Retirement and Transition Strategies for Your Business produced by Wells Fargo’s Small Business Webcast Series. The 45 minute webcast premiers Wednesday, November 12, 2008 and is geared toward small business owners who have concerns about retirement and succession planning strategies for their business.
Mr. Hartnett was selected for the panel based on his vast knowledge of estate planning and tax law. He also managed a closely-held family business for a number of years and understands the difficulties and needs of family businesses and their succession issues.
The panelists are comprised of industry experts with backgrounds in Wealth Planning and Succession Planning, Retirement Services, and consulting for family-owned small businesses. Moderator Rich Sloan is the Founder and CEO of Start-Up Nation and has moderated two previous Wells Fargo Small Business Webcasts. The pre-recorded webcasts are one of the many online tools available for Small Business Owners on the Wells Fargo website.
To register for the webcast visit https://www.wellsfargo.com/biz/jump/webcast. All archived webcasts are available to view as well.
For further information please contact:
Erin Laverty
858-453-2128 x111
erin@aaepa.com
“The marketing is ingenious. Stick with the call-to-action marketing at least until you are very well established in the community. It is tried and true and will give you a steady flow of clients. The same is true of the seminar presentation. Whenever another attorney tells me he or she is thinking about doing seminars, I encourage them to do it because I know they will spend a lot of money to get a few people into a seminar where they will give a disjointed, lengthy seminar all the while talking over the heads of the attendees. They will not quote fees or come to a proper close and will realize few if any clients as a result. My results are the complete opposite.
The documents are complete and without rival. The education is superb as is the customer service, collegiality and professionalism.”