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Center for Family Business Events

Tues. September 29
5:30 - 9:00 p.m.
Traditions at Oak Lane
1027 Racebrook Rd.
Woodbridge, CT 06525                                                                              

Presented by: 

G2:  Stew Leonard, Jr. and Jill Leonard Tavello
G3:  Jake Tavello, Sarah Hollis and Chase Leonard

“Rule #1 The Customer is Always Right.”
“Rule #2 If the Customer is Ever Wrong, Re-read Rule #1.” -Stew Leonard
“Take care of your people and they in turn will take care of your customers.” -Stew Leonard

Members of the 2nd and 3rd generations of the Leonard Family, including Stew Jr., will be sharing their family success story and excerpts from the Leonard’s Family Handbook for Dummies. Your company is only as strong as your employees, please encourage them to join you to hear this important presentation.


Tues.  October 27, 2015
5:30 – 9:00 p.m.
Traditions at Oak Lane  Woodbridge, CT


Wed.  October 28, 2015
8:00 a.m. – 11:30 a.m.
Bigelow Tea, Fairfield, CT

Presented by:
Our CFB Sponsors

Why is it, in many families, Dad’s and Mom’s wills are never discussed? And why does the younger generation often appear to be afraid to ask what they contain?
• Do you know the difference between Powers of Attorney and Health Care Powers
of Attorney?
• What about Advance Health Care Directives or “Living Wills?”
• In very simple terms, how and why are Trusts used?
• What are the duties of an executor?
Why are these things so often mysterious and why don’t we talk about them?

What might the impact be, on the family and the business, if these and other estate planning issues are not discussed?

Our Sponsors from Wiggin & Dana and Marcum Accountants & Advisors will be presenting brief case studies, answering many of your questions in layman’s terms and then leading small interactive discussion groups to dig into the things that you want to know.
We encourage you to bring all generations.


Tues.  December 1, 2015
5:30 – 9:00 p.m.
Traditions at Oak Lane, Woodbridge, CT

Wed.  December 2, 2015
8:00 – 10:30 a.m.
Bigelow Tea, Fairfield, CT


Presented by:
Anil Shah, Distinguished University of New Haven Alumnus

Anil Shah has a great story.
He is passionate about two things: entrepreneurship and helping others.

He arrived from India in 1982, speaking little English, to work as an engineer for a fuel cell company in Danbury. He says “I arrived with nothing but a fire to succeed.” In helping to set up their testing lab, he developed a method for collecting data 24/7, using Apple lle’s and floppy discs. This led him to an interest in computer science and engineering and a Master’s in Computer Science from the University of New Haven.

He has gone on to build his own software engineering firm, M & R Consulting, with over 1,400 employees and several locations in the U.S. and India.

Anil and his wife have created an endowed scholarship here at UNH. He is also deeply involved in building housing for the poor in Mumbai. He says this about his giving: “The person who gives gets more than those who receive. It helps me to grow. I learn more from those to whom I give than they learn from me.”

Please join us on December 1st and 2nd as this remarkable man shares his life story.


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