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Semi-Annual Dinner Meetings

Previous Dinners

Equality vs. Equity in Succession and Estate Planning - When Equal is Not Always Fair

July 21, 2016

Featuring:

James M. Parker, Esq.
James M. Parker, Esq.

William E. Ebel, CLU, ChFC, MSFS, AEP
William E. Ebel, CLU, ChFC, MSFS, AEP

Henry C. South, CPA, CVA
Henry C. South, CPA, CVA

Jay R. Rosenblum, Esq.
Moderated by Jay R. Rosenblum, Esq.

Roberts Family

Golden Nuggets: Wisdom Gained in 50 Years of Family Business Succession Planning by William Roberts and Korbett Roberts

June 25, 2015

William Roberts and Korbett Roberts of AUCTORIS will share stories of their experiences with clients and their own company succession at a presentation by the Parker Center for Family Business at the UNM Anderson School of Management. This father and son team will detail the importance of making key decisions in family businesses and explain the importance of advisor succession in any family’s plan. With over 100 years of collective experience, AUCTORIS has assisted families and business owners to protect and preserve their wealth and business assets for over 37 years.

View the Roberts' presentation below:


Event Sponsor

Roberts Family