A Taste of AFHE - Virtual Group Discussion & Wine Tasting

Members and non-members are invited to join us for our new quarterly virtual programming. Our first in this series is titled "A Taste of AFHE" and is designed to give prospective new members a preview and sample of AFHE programming. This session will feature two short presentations, followed by a lively group discussion and ending with a virtual networking session and wine tasting. Future quarterly programs may follow that same “hors d’oeuvres” or “charcuterie” pattern, or may begin with a full-hour presentation on a topic of interest.

There is no cost to participate in this program. Registered attendees will receive a link to the Zoom meeting the day prior to the meeting.

Presentation #1
"The Succession Blueprint: Essential Strategies for Business Succession Planning"

In a condensed version of a March 2026 webinar, the speaker will explore the complexities and challenges of business succession planning.

Viewers will learn to identify factors a business owner should consider when creating a succession plan, the purpose of a buy-sell agreement as a business succession planning tool, and how a buy-sell agreement can be designed and implemented.

Presenter/Moderator: Michael Whitty, Esq., Partner, Smith Gambrell & Russell

Presentation #2
"Business Sales and Pre-Liquidity Planning"

The speaker will discuss “pre-liquidity” income and gift and estate planning strategies for business owners to consider prior to selling their business.

Presenter/Moderator: Emmanuel Fournaris, Esq., Gordon, Fournaris & Mammarella, P.A.