Succession Planning & Your Business

Succession Planning & Your Business

Join 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.

Panelists: Joshua Strickland, partner, Dworken & Bernstein LPA; Patrick Dulzer, RICP, financial advisor, Western & Southern Life; and Larry Lamphier, president, Wintergreen Associates. 

Topics covered to include:

What is succession planning?
Estate planning, trusts, POAs, healthcare POAs, the probate process
Buy/sell arrangements
Choosing your successor
Valuation
Succession planning strategies
Financial planning - retirement, investments, insurance

Space is limited. Register today.