7:15-9:00am
Babson Executive Conference Center, Babson College

Sponsored by Business Transfers & Strategies

Who is going to own your business after you? A Review of Buy/Sell/Keep Alternatives
Speaker: Herbert K. Daroff, J.D., CFP®

Herb Daroff is an attorney by education and very proud to be a financial planner by profession. He heads up Estate and Business Planning for Baystate Financial Services in Boston where he provides custom case design and is also available on a consultation basis. He has been actively involved in the financial services industry since 1973. Herb is on the faculty at Bentley University in Waltham, MA. He graduated from Drexel University with a B.S. in Commerce and Engineering in 1975, and Temple University – School of Law with a J.D. in 1979.

Herb is very active in volunteer efforts in his community and the financial services industry. He is Past President of the Greater Boston Chapter of the International Association for Financial Planning (IAFP, now the Financial Planning Association, FPA) and served as a member of the national IAFP Ethics Committee and the Board of Practice Standards and Board of Professional Review for the Certified Financial Planner the Board of Standards. He is also Past President of the Society of Financial Service Professionals (SFSP) in Boston.

Register:
Members: $45 pre-registrations (non-refundable);  $60 at the door.
Public: $75 pre-registrations (non-refundable);  $90 at the door.