BB&T Capital Markets & Business Succession Planning Event ~ October 14

BB&T Wealth Management is sponsoring a seminar and cocktail reception on Thursday, October 14th at the Hilton Orlando :

“2010 AND Beyond – Navigating the ‘New’ Economy”, addressing issues facing businesses as they work through today’s economic challenges. Upchurch Watson White & Max Family Business Mediation Group Chair, Gerald Le Van and co-directors, Richard Lord and Michelle Jernigan will be presenting “Succession Planning for Family Business” featuring 39 Critical Questions for Business Families as part of this seminar program. The event is scheduled to take place from 4:00 PM – 7:00 PM. Further information regarding the agenda and registration can be obtained by contacting BB&T Wealth Management Associate, Karen Guillen;

Professional Advisors Conference ~ October 28

The Community foundation of Collier county is holding its Eighth Annual Professional Advisors Conference on October 28th at the Hilton Naples. The event’s presenting sponsor is Bank of America Private Wealth Management ~U.S. Trust; Gold Sponsors are Key Private Bank, Regions Morgan Keegan Trust and U.S. Bank. UWWM’s Family Business Mediation Group Chair, Gerald LeVan was requested to present “Family Business Succession Planning” as part of this program.   The mission of the Foundation is to provide strategic philanthropy for donors and nonprofits to strengthen Collier County community. For more information about this event, you may contact Susan Utz at 239-649-5000, or

Walters State Community College ~ November 12

Walters State Community College will host a special seminar for Estate Planners, Financial Planners, CPA’s, and tax attorneys on November 12, 2010 at the campus in Sevierville, TN. Gerald Le Van will be the keynote speaker. For further information contact:


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