Create a Legacy with your PBoD Personal Board of Directors

By ABEPP

Come join us to learn how to build a strong support system and create a lasting impact with your own Personal Board of Directors!

Date and time

Location

Oxon Hill Branch Library, PGCMLS

6200 Oxon Hill Road Oxon Hill, MD 20745

Agenda

11:00 AM - 11:05 AM

Creating a Legacy with your PBoD Personal Board of Director

Introduction and Welcome

11:05 AM - 11:40 AM

Wealth Architects - Financial & Insurance Strategies for Generations

Financial advisors and insurance professionals will show how investment planning, risk management, and protection strategies work hand in hand with to build and secure family wealth for the future.

11:50 AM - 12:25 PM

Legacy in Land- Real Estate as a Generational Asset

Realtors and real estate experts will explore how property acquisition, management, and transfer strategies help families create security today while passing down wealth through generations.

12:35 PM - 1:10 PM

Vision to Venture- Business Strategy & Succession for Generations

1:20 PM - 1:55 PM

Keeping the Books Accounting & Strategic Tax Planning

Accountants will share how proactive tax planning and financial oversight preserve family wealth, minimize tax burdens, and maximize generational transfers.

Good to know

Highlights

3 hours
In person

About this event

Business • Career

Create a Legacy with your PBoD Personal Board of Directors

Welcome to our in-person event at the Oxon Hill Branch Library, PGCMLS! Join us for an exciting opportunity to learn how to build your own Personal Board of Directors (PBoD) and create a lasting legacy. Discover the power of surrounding yourself with a supportive network of mentors, advisors, and friends who can help guide you towards success. Don't miss out on this chance to take your personal and professional growth to the next level!

Organized by

ABEPP

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