Print Page   |   Contact Us   |   Sign In
2017 September PD: Mergers and Acquisitions
Register View Registrations Tell a Friend About This EventTell a Friend
 

 Export to Your Calendar 9/13/2017
When: 09/13/2017
3:00 - 5:00 PM
Where: Newton Marriott
2345 Commonwealth Avenue
Auburndale, MA  02466
United States
Contact: Alysa Craig
(978) 364-5134


Online registration is available until: 9/13/2017
« Go to Upcoming Event List  

speaker

Running a successful Sale Process: Real Case Studies From Those Involved

 

This session will feature panelists who have been recently involved in successfully selling companies.  The panelists will discuss the preparations and processes that result in successful outcomes.  Additionally the panelists will compare and contrast these to unsuccessful processes.

 

Ed Wallack  Principal, Sapers & Wallack

 

Edward L. Wallack, Principal of Sapers & Wallack, specializes in creative methods of designing life insurance and employee benefit programs to help businesses and their key executives solve their unique problems. His areas of specialization encompass wealth accumulation and preservation planning, deferred compensation, and business continuity.

Ed Wallack is an honors graduate of Colgate University and holds a law degree with honors from Suffolk University Law School. Ed joined Sapers & Wallack in 1982 after law school, familiarizing himself with the operations of the entire organization by working initially for each business unit (retirement plans, group benefits, executive benefits, life insurance) before transitioning into a sales role.

Mentored by his father, Norman Wallack and by the current Chairman Bill Sapers, Ed is one of the three principals of Sapers & Wallack. In addition to obtaining the designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) awarded by The American College, Accredited Investment Fiduciary (AIF®) and Accredited Estate Planner (AEP®), he has also been awarded the CLTCCertified in Long‐Term Care designation and is a Massachusetts Licensed Insurance Adviser. Ed Wallack is a registered representative and an investment advisor representative.

 

 

 

CONSENT CLAUSE

Registration and attendance at, or participation in, FEI Boston meetings and other activities constitutes an agreement by the registrant to the use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions, and audiotapes of such events and activities by FEI Boston and other third parties, including but not limited the venue, the host city, and the host CVB. Your registration may include technology that monitors your activities throughout the meeting, such as session attendance and booths visited.

  

CANCELLATION policy

 

In order to receive a refund, all cancellations must be made in writing to karenr@feiboston.org prior to 5:00 p.m. Friday, September 22, 2017. We will not refund any cancellations made after the 22nd.

 
CREDIT INFORMATION

This meeting qualifies for 1.5 CPE credits, pending approval.

 

Learning Objectives: TBD

 

Field of study:TBD

 

Prerequisites: There are no prerequisites for this meeting.

 

Advance preparation: There is no advance preparation require for this meeting.

 

Type of delivery method: Group-Live

 

Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

 

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. Available in all State except those that do not accept web-based self-study credits. For more information regarding administrative policies such as complaint and refund, please contact our offices at 978.364.5134.

 

Association Management Software Powered by YourMembership  ::  Legal