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

Succession Planning

A quarterly peer group for family business leaders

Return to Educational Opportunities

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

"*" indicates required fields

Group Mailing List

Fill out the form below to request to receive monthly email invitations notifying you of each Succession Planning Group session.
This field is for validation purposes and should be left unchanged.

Upcoming Events

Events Calendar - Succession Planning

Results Found: 1 View Full Calendar
Thursday May 22, 2025
Ensure the future of your family business by securing the essential legal documents needed for effective succession planning. Without these safeguards, your family business could face significant challenges during transitions. Join us for this roundtable discussion as we revisit the foundational documents every family business should have in place to protect its legacy. Discuss will include: * Estate planning documents * Buy-sell agreements * Transfer of assets beyond stock * Proper asset titling Attorneys Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will offer practical advice and answer your questions, helping you navigate the complexities of family business succession with confidence. Don't miss this opportunity! Generously sponsored by Morgan Stanley ... read more
Categories: CCFB Roundtable, Succession Planning

I still have questions. How can I get more information about the Succession Planning Roundtable?

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

Start typing and press enter to search

Scroll to Top