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DTSTART:20240423T153000Z
DTEND:20240423T170000Z
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SUMMARY:Succession Planning & Your Business
DESCRIPTION:Succession Planning & Your Business\n\n\n\nJoin us for a panel discussion about several key elements every business owner should consider when planning to retire or otherwise step away from their business.\n\n\n\nPanelists: Joshua Strickland\, partner\, Dworken & Bernstein LPA\; Patrick Dulzer\, RICP\, financial advisor\, Western & Southern Life\; and Larry Lamphier\, president\, Wintergreen Associates. \n\n\n\nTopics covered to include:\n\n\n\nWhat is succession planning?\n\nEstate planning\, trusts\, POAs\, healthcare POAs\, the probate process\n\nBuy/sell arrangements\n\nChoosing your successor\n\nValuation\n\nSuccession planning strategies\n\nFinancial planning - retirement\, investments\, insurance\n\n\n\nSpace is limited. Register today.
X-ALT-DESC;FMTTYPE=text/html:<strong>Succession Planning &amp\; Your Business</strong><br />\n<br />\nJoin us for a panel discussion about several key elements every business owner should consider when planning to retire or otherwise step away from their business.<br />\n<br />\nPanelists: <strong>Joshua Strickland</strong>\, partner\, Dworken &amp\; Bernstein LPA\; <strong>Patrick Dulzer\, RICP\,</strong> financial advisor\, Western &amp\; Southern Life\; and <strong>Larry Lamphier</strong>\, president\, Wintergreen Associates.&nbsp\;<br />\n<br />\n<strong>Topics covered to include:</strong><br />\n<br />\nWhat is succession planning?<br />\nEstate planning\, trusts\, POAs\, healthcare POAs\, the probate process<br />\nBuy/sell arrangements<br />\nChoosing your successor<br />\nValuation<br />\nSuccession planning strategies<br />\nFinancial planning - retirement\, investments\, insurance<br />\n<br />\n<strong>Space is limited. Register today.</strong><br />\n&nbsp\;
LOCATION:Grand River Cellars Winery & Restaurant 5750 S. Madison Road (Rt 528) Madison\, OH 44057
UID:e.527.25028
SEQUENCE:3
DTSTAMP:20260915T110106Z
URL:https://business.easternlakecountychamber.org/events/details/succession-planning-your-business-25028
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