Bonus Program: Leveraging LinkedIn & Dinner Program: Giving the Next Generation the Business(!): An

Date: Tuesday, September 11, 2012
Time: 5:30 PM - 8:00 PM
Location: Santa Ana Country Club / 20382 Newport Boulevard / Santa Ana 92707
Speaker: Linda Duffy, SPHR, MBA & John W. Ambrecht, Esq.

Registration: 4:00 to 4:30 p.m. ~ Bonus Program: 4:30 to 5:30 p.m.

Leveraging LinkedIn
Linda Duffy, SPHR, MBA, Ethos Human Capital Solutions

"I have all these connections on LinkedIn, now what?" Join LInda at our upcoming bonus program to find out all you need to know about using LinkedIn to market yourself and your business.

Linda Duffy, Founder and President of Ethos Human Capital Solutions, has parlayed 20 years of executive human capital experience into a thriving business of recruiting, consulting, training, and organizational development. Known as "The People Problem Solver®," Linda develops strategies for business leaders to get the right people, systems, and culture in place to achieve their goals. Linda's clients include high-tech businesses, manufacturing firms, non-profit organizations and sole practitioners, and she specializes in addressing the specific challenges of Founder/CEO-led businesses.

Note: This program does not qualify for continuing education credit.


Registration, Cocktails and Networking: 5:30 to 6:15 p.m.

Dinner and Speaker Program: 6:15 to 8:00 p.m.

Giving the Next Generation the Business(!): An Advisors Challenge  
Speaker: John W. Ambrecht, Esq., Ambrecht & Associates

A discussion of an effective planning model designed to help family business owners, their families and their professional advisors deal with unique dynamics associated with managin and implementing the business succession planning.

  • Few family businesses succeed to the next generation: Why?
  • The Rules Crisis: What is it, and how to deal with it?
  • How will this model help establish true "non tax" reasons for setting up the various entities?

Founder and principal John W. Ambrecht focuses his practice on integrating sophisticated estate and tax planning with family business succession planning, including developing appropriate transitional structures with an emphasis on conflict resolution among generations and constructing a lasting framework for family business management and ownership succession. His practice also includes sophisticated multi-state domestic trusts and estate planning, national and international asset protection, and tax controversies (IRS).

John W. Ambrecht is also one of the principals and founders of Families & Wealth, LLC, formed to help families and their advisors to create succession, estate and family governance plans in the presence of family issues.

September Meeting Sponsor




See Upcoming Event Calendar