RKL and Compass Point proudly present:
Business Value to Legacy:
Building and Ensuring Lasting Impact
Register now for either location:
We are offering the event at the RKL Office in Reading and at Ben Franklin TechVentures in Bethlehem to decrease travel times for our guests. Please note that the content will be the same at both locations, therefore you should only attend one. We will not be offering any CPE credits for this session.
Option 1 - Wednesday, May 14, 2025
RKL Reading Office
1330 Broadcasting Road, Wyomissing, PA 19610
Option 2 - Thursday, May 29, 2025
Ben Franklin TechVentures (at the Lehigh University Mountaintop Campus)
116 Research Drive, Bethlehem, PA 18015
Agenda
8 - 8:15 a.m. - Registration, Breakfast and Networking
8:15 - 9:15 a.m. - Business Value to Legacy - Building and Ensuring Lasting Impact
Speakers:
Matthew Baran, Compass Point
Cheryl Doll, Compass Point
Lizette Dubacher, Compass Point
Ron Stiles, RKL Private Wealth
Tom Reardon, RKL Private Wealth
This session invites you to delve into the pivotal phase of what’s next in the short and long term as you plan for a possible business transition or a transformation of your role in the business. A successful outcome involves harmonizing financial stability, personal fulfillment, and community impact to forge a legacy that is both sustainable and meaningful.
We will explore the multifaceted concept of legacy, highlighting its crucial role in shaping your personal and professional journey. Participants will gain practical insights into effectively navigating the complexities of the post-transition landscape, with a particular focus on identifying and bridging potential financial gaps, planning for your next chapter, and seeing your business as an investment that can be used to achieve a legacy.
Our goal is to provide you with tools and strategies needed to create a lasting impact beyond immediate achievements. Join us to learn how to turn your value into a legacy that influences and inspires across generations, leaving a lasting mark on your industry and community.
We will not be offering CPE credits for this session.
9:15 - 10 a.m. - Coffee and Connections