RETIREMENT AND TRANSITION PLANNING FOR THE BUSINESS OWNER

Presented by GREGORY E. BLAKE, of Bernstein Global Wealth Management.

This program will present a comprehensive view of retirement and transition planning, including such issues as valuation, timing your business for sale, tax planning, and securing continuity. It will also present the most current economic thinking for maximizing the value received from your business.

GREGORY E. BLAKE is a Financial Advisor in Bernstein’s Baltimore/Washington, D.C., region, where he advises high-net-worth families and institutions as well as their trusts, estates, foundations, endowments and pension plans. In conjunction with the Wealth Management Group, he works closely with his clients’ tax and legal advisors on a wide range of matters, including estate planning, concentrated stock positions and the sale of privately held businesses. Before joining Bernstein in 2007, Mr. Blake was assistant vice president at SANZ, Inc., managing business development and corporate relationships for the US Department of Defense and intelligence agencies. Prior to that, he was a client business manager at AT&T Government Solutions, where in addition to handling sales and marketing, he provided project management support for telecommunications and other information technology services for global US military operations. Previously, Mr. Blake was a captain in the United States Marine Corps, where as a logistics officer he served in a variety of roles. Mr. Blake received a BS in economics from the United States Naval Academy and an MBA from Santa Clara University.