Seminars: Session Details
AEC Business Operations
|Time & Location||2:15PM - 3:15PM | Room 319|
Vladimir Sasic, ChFC, CFP, AEP
Wealth Strategy Partners LLC
Schlissel & Associates
Thinking about or currently running your own architecture, engineering or contracting business? Learn the best practices from industry experts. Topics to be covered include legal considerations specific to AEC industries; successful business practices for healthy and safe employees, future succession and minimizing risk; and internal business transfers (e.g. family business, partnerships, ESOPs). Real life scenarios and case studies will be discussed.
Vladimir Sasic, ChFC, CFP, AEP, managing partner of Wealth Strategy Partners, was born and raised in Serbia. He grew up playing tennis, the sport that ultimately landed him in Hawaii on a scholarship at BYU-Hawaii. In 2001, he earned his Bachelor of Science degree in mathematics. His understanding of numbers and winning attitude quickly translated into a successful career in the financial services industry, where he held various leadership positions, both locally and on the mainland, before returning to the Islands and joining WSP in 2009. Sasic has received numerous awards and recognition for his contributions and service, including Presidential Citation Award, Leaders Club qualification as well as membership in the Million Dollar Round Table. Being the student of the business, he has obtained different licenses and certifications, most notably General Securities Principal, Chartered Financial Consultant and Certified Financial Planner®.
Alan M. Schlissel, JD, MBA, LLM, is managing partner of the accounting firm of Schlissel & Associates and has nearly 20 years of experience consulting and advising small to large businesses. Schlissel has significant experience in tax issues affecting complex partnerships, S corporations and LLCs, real estate development, construction, and individuals. A recognized leader in tax issues affecting Hawaii companies, he has been a guest speaker to organizations throughout Hawaii on issues affecting and concerning local and national businesses.