Events Calendar - Succession Planning - Succession Planning - Conway Center for Family Business

Succession Planning

A quarterly peer group for business leaders

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From inter-family dynamics to strategic planning, these interactive sessions will provide the foundation for transitioning the family business to the next generation. This program is not just for founders/owners - attending together with successors or next gens is very important and beneficial.

Facilitator: Co-facilitated by Bea Wolper, Emens Wolper Jacobs & Jasin and Meredith Sugar, Taft/ Law.
Frequency: Quarterly
Fee: FREE for all Conway Center members
Pre-approval to join? No, this is a drop-in group, but meeting RSVP is required
Service Providers eligible? Yes, Service Providers are welcome (limit 2/company), meeting RSVP is required

Generously sponsored by Morgan Stanley

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Upcoming Events

Events Calendar - Succession Planning

Results Found: 1 View Full Calendar
Thursday May 23, 2024
Join us as we discuss best practices and the various ways to transfer/manage assets, including: Succession of family cottages and vacation homes; valuable personal property such as jewelry, art, collectibles, and furniture; Cars/boats; Memberships; Keys; Digital Assets; Pets (including horses), and more! Michael Schoedinger from Schoedinger Funeral & Cremation Services will share with us some of the complexities associated with cemetery plots and the steps that should be taken to avert possible disputes or quarrels between family members or the cemetery. Do you think your kids are allowed to be buried in your family plot? Maybe not ... Finally, the importance of health documents, including POA and health directives will be addressed. ... read more
Categories: CCFB Roundtable, Succession Planning

I still have questions. How can I get more information about Peer Groups and Roundtables?

Contact Amy Dotts, COO and Events Manager at adotts@familybusinesscenter.com or 614-847-0160

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