Business Succession Planning in the New Normal
SAVE THE DATE –
JOIN US FOR THE DECEMBER VIRTUAL MEETING!
BUSINESS SUCCESSION PLANNING IN THE NEW NORMAL
presented by Stephanie Buckley
The Estate Planning Council of San Bernardino County welcomes Stephanie Buckley to present at our December meeting.
Ms. Buckley serves as Senior Vice President and Senior Regional Fiduciary Manager of Philanthropic Services within The Private Bank at Wells Fargo. She leads a team of experienced specialists that provides philanthropic advice to Wells Fargo clients throughout the Southwest and California Regions. Prior to joining Wells Fargo, Ms. Buckley worked at Pepperdine University for over 10 years as an associate vice chancellor of the Center for Estate and Gift Planning.
Ms. Buckley earned a BA degree in Economics with high honors from the University of California, Santa Barbara, a JD with a specialization in business law from the University of California, Los Angeles School of Law and an LLM in taxation with honors from Loyola Law School in Los Angeles.
Ms. Buckley is a member of the State Bar of California, on the editorial board for Planned Giving Today, a former trustee for Heifer International Foundation and a past president for both the Los Angeles Council for Charitable Gift Planners and the Planned Giving Council of Ventura County.
Please RSVP below and mark your calendars!
**NOTE: Log-in information for this event will be emailed to registered attendees the night before the meeting.
