Lunch&Learn: Retirement Strategies for Small Business Owners (LL119)
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When: May 21, 2019
11:30 AM until 1:10 PM
Where: Via Webcast OR Onsite at LCPA Training Facility, 2400 Veterans Blvd, Ste 500, Kenner, LA 70062
Kenner, Louisiana  70062
United States
Presenter: Vanessa Brown Claiborne, CPA and Charles Bosch

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LCPA members $48
Non-members $70


The company is typically the business owner’s largest asset and most business owners don’t know its value. Learn about steps to take to maximize the value and reduce the risk for a successful transfer. And because retirement needs are a critical part of any business transfer strategy, this program also will cover goal-based financial planning to measure needs versus resources and investment strategies to meet goals. Vanessa Brown Claiborne and Charles Bosch bring it all together through an insightful case study illustrating the benefits of proactive planning.

Category: Management

Meet Our Presenters

Vanessa Brown Claiborne

Vanessa has been with Chaffe & Associates, Inc. since 1987 and was promoted to President and Chief Executive Officer in 2009. She also serves as the Managing Director for the Valuation Advisory group. She is a CPA, Accredited in Business Valuations, Accredited in Estate Planning, and is a Certified Exit Planning Advisor. Vanessa specializes in business valuation services primarily for estate and gift taxes, Employee Stock Ownership Plans (ESOPs), GAAP fair value reporting, financial reporting, corporate planning, litigation support including expert testimony, exit planning, and shareholder transactions and restructuring.

Charles Bosch

Charles is the Senior Trust Advisor for the South Louisiana Private Wealth Management group which encompasses Baton Rouge, New Orleans, Northshore, Bayou Parishes and Acadiana areas. In addition to his client management responsibilities, Charles is also a member of the Personal Trust Working Group which oversees the administration of trust services throughout the entire footprint of Regions Bank. He began his career with KPMG Peat Marwick in 1997 with their Personal Financial Planning Group and was promoted to Supervising Senior Tax Specialist prior to transitioning into banking. He joined Whitney National Bank in 2001 where he worked for 12 years. He served as Estate and Financial Planning Specialist, as Trust Relationship Manager, and as Trust Counsel during his tenure with Whitney before joining Regions in 2013. Charles is a licensed attorney and CPA in the state of Louisiana, and also holds the professional designation of Certified Financial Planner granted by the CFP Board of Standards, and the professional designation of Personal Financial Specialist granted by the AICPA.

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