<a href="https://www.joplinglobe.com/news/local_news/public-forums-planned-after-recommendation-of-new-columbia-west-central-school/article_36064d6d-a402-57d4-91e4-4c42aa91909b.html" target="_blank">Public forums planned after recommendation of new Columbia, West Central school</a>&nbsp;&nbsp;<font color="#6f6f6f">Joplin Globe</font>

Public forums planned after recommendation of new Columbia, West Central school - Joplin Globe

<a href="https://www.marshallnewsmessenger.com/features/mavettes-celebrate-50-years-as-a-marshall-treasure/article_f9566490-c9a2-11e8-8eb1-ab12bafb9bf5.html" target="_blank">Mavettes celebrate 50 years as a Marshall treasure | Features | marshallnewsmessenger.com</a>&nbsp;&nbsp;<font color="#6f6f6f">Marshall News Messenger</font>

Mavettes celebrate 50 years as a Marshall treasure | Features | marshallnewsmessenger.com - Marshall News Messenger

University of Missouri-Columbia School of Law

Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management

Harvard Business School Executive Education

University of Missouri-Columbia

Business Attorney  -  Financial Product Developer  -  Start-ups  -  Succession Planning  -  Mergers & Acquisitions  -  Tax  -  ERISA

Greater St. Louis

I represent clients in the following areas:

1. Serving established business owners with generational succession and transitions of privately held businesses, and sales of businesses, with a unique focus on the financial goals of business owners.

2.  Serving entrepreneurs with emerging and start-up businesses, including entity structure, management, taxation, relationships, Angel, Seed, VC financing, and strategic planning.

3.  Assisting financial institutions nationwide with the development of retirement business and client strategies (including IRA, 401(K), SEP, SIMPLE plans) and supporting collateral, including response to DOL and other fiduciary requirements (and recent changes).

4.  Assisting plaintiffs and defendants nationwide as an expert witness, providing testimony and consulting regarding ERISA, IRA, QDRO, 401(k), and employee benefits matters.

5.  Serving employers with employer retirement plan issues (e.g., 401(k), profit sharing, etc.), ranging from plan selection and design to fiduciary compliance.

Transitions Law Group LLC

Founder and Principal

Selborne Consulting LLC

Of Counsel Attorney

Volunteer mentor providing guidance to ITEN startups regarding pitch methods, legal issues, fundraising strategies, business model, and competitive differentiation.

ITEN

Mentor (volunteer)

Founder & CEO of in-development online financial planning and guidance platform for all American workers.

LeoPlanner

Founder & CEO

David Weaver is an attorney and entrepreneur with more than 25 years of experience who serves established business owners with generational succession and transitions of privately held businesses, and sales of businesses, with a unique focus on the financial goals of business owners. He serves entrepreneurs with emerging and start-up businesses, including entity structure, management, taxation, relationships, Angel, Seed, VC financing, and strategic planning. David has extensive experience with employee retirement, health and welfare benefits, and executive and deferred compensation.

For over 13 years, David successfully conceived, developed, and brought to market innovative financial solutions and strategies, in particular related to retirement, employer sponsored plans, and business owner financial planning. He also consulted with hundreds of business owners nationally, helping them identify their needs, goals, and the range of solutions beyond financial products. Before that, David represented primarily privately held businesses and entrepreneurs, helping them find strategic solutions, from start-up through financing and growth through to succession or sale, as well as resolve complex ERISA, tax, and employee benefit matters. His combination of experience led him to appreciate even more how the strategic, economic goals must inform and guide technical implementation.

AEGIS Law

Attorney

Director level position assisting a wide range of complex firm initiatives.

Provided strategic direction of employer and individual retirement, estate planning and insurance strategies, tax guidance, and developed products, strategies, communication, and training resulting in significant business to Edward Jones and its financial advisors. Key results:

-  Development and marketing of Edward Jones Owner K and Owner DB plans - From launch, 0 plans, $0 assets to > 10,000 plans, >10% market share, and > $1 Billion AUC in 5 years.

-  Marketing strategies that communicated client guidance (examples include "Pail, Bucket, Barrel" to convey plan selection to both advisors and clients, Roth Conversion and Tax Diversification Strategies).

-  Developed training programs delivered in-person, online, and thru webinar.  Ranged from short, targeted sessions to multi-day programs, with topics from comprehensive goals-based financial advice, to specific issues, including individual and employer related retirement, business owner financial advice, and insurance planning.

-  Guided development of advisory platforms specifically used with qualified retirement plans.

-  Developed unique client needs-focused framework for serving business owners and high net worth clients, and delivered related training and marketing.

-  Presented at over 500 events, to various local and regional audiences, including clients, financial advisors, and educational events for attorneys and accountants.

-  Over 50 appearances on Edward Jones broadcasts to financial advisors or external professionals.

-  Author of numerous publications to clients and external professionals on tax, financial planning, retirement, and fiduciary issues.

-  Developed and delivered groundbreaking training programs for top-producing financial advisors on the process of serving complex clients.

-  Directly consulted on > 500 individual cases for high net worth and business owner clients.

Edward Jones

Marketing Attorney; Advanced Technical Specialist

Suelthaus & Walsh, PC, St. Louis predecessor to Polsinelli.  Associate then Principal beginning 1997.  Focus was representing and guiding privately-held businesses and entrepreneurial ventures from start-up to succession or sale.  Practice focused on business representation (formation, entity creation and governance, M&A, start-up ventures and funding, taxation, succession planning) and employee benefits (ERISA, tax, qualified plans, welfare benefit plans, executive employment agreements, current and deferred compensation, stock options).