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Preparing for Another Generation of Success—
It’s a Team Effort

Wednesday, October 10, 2007
7:30 AM - 10:00 AM
Bent Creek Country Club, Lititz, PA
Registration fee: $25/person.

This Seminar is sponsored by Legacy Planning Partners, a Forum Partner and member of The Family Business Transition Advisory Council.

Moderator: Henry D. Landes - Delaware Valley Family Business Center

Featuring: Father/Son Team - Stan and Bryan Zeamer - Utility Keystone Trailer Sales, Inc.

Panelists:
Family Business Transition Advisory Council
Jan L. Graybill - Legacy Planning Partners
Mario Vicari - Kreischer Miller
Jonathan Samel - Hamburg, Rubin, Mullin, Maxwell & Lupin

- What’s the process for strengthening your family relationships while growing leaders and robust enterprises now and in succeeding generations?

- What are the tasks of the senior generation … what’s the work of the next generation?

- Since generational transitions are usually once in a lifetime, how do business families select advisors who are both competent in their area of expertise and can also work as part of an Advisory Team to help the family meet their goals?

Click here to download an event brochure!

Henry Landes will lead a panel discussion covering the topics of estate planning, leadership development, choosing advisors, compensation and performance, and strategic planning. Panelists consist of a father/son duo, Stan and Bryan Zeamer of Utility Keystone Trailer Sales, and Delaware Valley Family Business Center Transition Advisory Council members Jan Graybill, Mario Vicari and Jon Samel.

Meet the Presenters:

Henry Landes is the founder and President of the Delaware Valley Family Business Center, which has served over 650 family firms since 1988. A contributing editor of Family Business Magazine, Henry and his clients are often featured in this leading international publication. In addition to advising business families, he also frequently is asked to share his expertise with other professional advisors who serve family businesses. Henry Landes leads The Lasting Legacy Process which provides the direction,confidence and tools to family businesses as they prepare leaders (family and non-family), strengthen family relationships, build robust enterprises, and prepare for (management/ownership) transitions … which is ongoing in the family business world!

Jan Graybill is a founding partner of Legacy Planning Partners, a comprehensive financial services advisory firm committed to helping families and businesses enhance their long-term financial well-being through the merger of vision, dreams and images for uses of wealth.

Mario Vicari, Jr. is a Director in the Audit and Accounting Group at Kreischer Miller where he leads the firm’s Family Business Practice. He is a CPA and Certified Valuation Analyst and has over 20 years of broad experience in providing accounting, auditing and advisory services to privately-held and family-owned entrepreneurial businesses and their owners.

Jonathan Samel has successfully combined his wide practical experience in business law, estates, real-estate law and financing, developed over the past 25 years, with a detailed technical knowledge of tax law. His practice focuses on structuring and implementing business transactions and tax planning for closely held businesses and individuals. Jon strives to provide his clients with creative and practical solutions which assist them in reaching their financial goals and which achieve tax savings.

For More Information:

Please contact Sally Derstine at (215) 723-8413 or click here for more information or to register.

The Family Business Learning Community gathers monthly to learn best practices of successful business families and competent advisors. Join our membership of over 80 family firms from all industries across the tri-state area. These 1st through 5th generations learn from each other and with each other at quarterly Forums and monthly Mini-Forums.

Forum cancellations must be made 2 days prior to event; if registration fees are involved, they cannot be refunded or waived when cancellations are made after that date or when the registrant does not attend.

Directions:

Bent Creek Country Club
620 Bent Creek Drive
Lititz, PA 17543
717-560-7700
www.BentCreekCC.com

From Allentown:
- Take Northeast Extension to PA Turnpike West to Exit 286.
- Take Rt. 222 South to Rt. 30 West.
- Upon merging onto Rt. 30 West, follow signs to Fruitville Pike.
- Turn right onto Fruitville Pike North.
- Bent Creek is approximately 3.5 miles on the left.

From Baltimore:
- Take Rt. 695 North to Rt. 83 North to Rt. 30 East to Fruitville Pike Exit.
- Turn left at light, onto Fruitville Pike North.
- Bent Creek is approximately 3.5 miles on the left.

From Harrisburg and Harrisburg Airport:
- Take Rt. 283 East to Rt. 722 Exit (Landisville/East Petersburg Exit).
- Turn left onto Rt. 722 East (towards East Petersburg).
- Continue on Rt. 722 for approximately 3.5 miles, going through 3 traffic lights.
- At the 4th light, turn left onto Fruitville Pike.
- Bent Creek is approximately 1 mile on the left.

From Pittsburgh and East:
- Take Turnpike to Exit 247 (Harrisburg East).
- Take Rt. 283 East to Rt. 722 Exit (Landisville/East Petersburg Exit).
- Turn left onto Rt. 722 East (towards East Petersburg).
- Continue on Rt. 722 for approximately 3.5 miles, going through 3 traffic lights.
- At the 4th light, turn left onto Fruitville Pike.
- Bent Creek is approximately 1 mile on the left.

From Lancaster Airport:
- Turn right from Airport Exit onto Airport Road.
- Cross intersection at Rt. 501 (Lititz Pike).
- Continue, less than 1 mile, to Koser Road.
- Turn left onto Koser Road.
- Continue approximately 1 mile to light at Fruitville Pike.
- Turn right onto Fruitville Pike.
- Bent Creek is approximately 1 mile on left.

From Philadelphia Airport:
- Take Rt. 95 South to Rt. 322 West to Rt. 1 South to Rt. 41 North to Rt. 30 West.
- Follow Rt. 30 West to Fruitville Pike.
- Turn right onto Fruitville Pike North.
- Bent Creek is approximately 3.5 miles on the left.

From Philadelphia Area:
- Take PA Turnpike West to Exit 286.
- Take Rt. 222 South to Rt. 30 West.
- Upon merging onto Rt. 30 West, follow signs to Fruitville Pike.
- Turn right onto Fruitville Pike North.
- Bent Creek is approximately 3.5 miles on the left.

From Reading:
- Take Rt. 222 South to Oregon Pike Exit.
- At stop, turn left onto 272 South (Oregon Pike).
- Continue approximately 2 miles to first light, at Landis Valley Road.
- Turn right onto Landis Valley Road.
- Continue approximately 1.5 miles, to the first light, at Lititz Pike (Rt. 501).
- Go through light, following 722 West.
- Continue approximately 1.5 miles to light at Fruitville Pike.
- Turn right onto Fruitville Pike.
- Bent Creek is approximately 1 mile on the left.

From York:
- Take Rt. 30 East to Fruitville Pike Exit.
- Turn left at light, onto Fruitville Pike North.
- Bent Creek is approximately 3.5 miles on the left.