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
“I left an in-house counsel position at a large bank to start my own practice at a time that the bank was being prepared for a merger and my position was likely to terminate. I had no clients and only a sketch of a business plan in my head. I linked up with a couple of life insurance agents who were giving living trust seminars to prepare the documents for their customers. I was paid separately and had the clients sign a separate engagement agreement. I didn't know enough about what I was doing and needed a big jump start. I saw an ad for the American Academy of Estate Planning Attorneys and began to do a lot of due diligence. I borrowed the necessary money for the membership and to hire a very competent secretary, took the training, read the materials and started to do seminars almost immediately.
I now have a partner, an associate and a former partner who is of counsel with my firm. We are keeping 11 full-time and 2 part-time employees busy and manage to bring in close to $2M in revenue each year.”