PIDC
 
 
 
 

How to Build, Maintain and Preserve Your Wealth as a Small Business Owner

How to Build, Maintain and Preserve Your Wealth as a Small Business Owner


EVENT DATE

 
Wed, Oct 20, 2021
10:00 AM - 11:00 AM


PROGRAM DESCRIPTION

How to Build, Maintain and Preserve Your Wealth as a Small Business Owner

Build

  • Understand Business Valuation
  • Understand Your Cash Flow
  • Identify Growth Opportunities


Maintain

  • Tax Planning
  • Prepare for the Unexpected


Preserve

  • Wealth Transfer
  • Succession Plan

Zoom Information

Zoom link here

Passcode required to join: 712803

Presenters 

Daphne Hu, CFP
Vice President, Wealth Advisor, North Wales

Daphne Hu, North Wales, assists clients by providing them with strategic financial solutions at the Philadelphia office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. Daphne strives to deliver sophisticated strategic solutions to a wide range of clientele including tax planning and cash flow management. Her holistic approach helps clients make confident and sound financial decisions affecting the quality of their lives.

Daphne is passionate about helping her clients gain clarity, confidence and control of their financial path. She began her financial services career in New York City with JPMorgan Investment Management Private Client Group in 1998. Before joining Goldman Sachs Personal Financial Management, she worked as a senior advisor for another premier advisory firm, developing her communication and problem-solving skills.

Daphne received her Bachelor’s degree in Economics with a minor in Psychology from Johns Hopkins University. She is also a graduate of the Wharton School’s Executive Program in Marketing and holds a Master of Science degree in Taxation from Widener University. She has also earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®).

Daphne resides in Montgomery County, PA, with her husband, Ben, and two children. Her hobbies include interior design and traveling.

Patricia "Patty" Angelozzi
Vice President, Wealth Advisor, North Wales

Patricia “Patty” Angelozzi, North Wales, is responsible for providing clients with financial guidance to help them live the life they want at the Philadelphia office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs.

Patty joined United Capital’s predecessor, Vantage Point Advisors, in 2009, now known as Goldman Sachs Personal Financial Management. Prior to joining Vantage Point Advisors, she was an Advisor with a boutique advisory firm for more than 10 years.

Patty is a member of the Financial Planning Association. She lives in West Norriton, Pennsylvania, with her husband, Perry. In their spare time, they enjoy spending time with family and friends.

 

CONTACT INFORMATION