Name:
Succession Planning 1.0 Peer Group
Date:
April 11, 2019
Time:
7:30 AM - 9:00 AM EDT
Registration:
Register Now
Event Description:
Wealth Transfer and Philanthropy
Generously sponsored by The Fortis Group at Morgan Stanley
It is never too early to think about succession planning in a family owned business! This dynamic monthly peer group is facilitated by Bea Wolper of Emens & Wolper Law Firm, Thaddeus O’Brien of O’Brien & Associates, and Meredith Sugar of Taft Law. They provide a forum to discuss all aspects of succession planning - from inter-family dynamics to strategic planning - in interactive sessions that will provide the foundation for transitioning your 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.
Discussion will include:
• Recommended amount to save for healthcare in retirement
• Family Office considerations
Generously sponsored by The Fortis Group at Morgan Stanley
It is never too early to think about succession planning in a family owned business! This dynamic monthly peer group is facilitated by Bea Wolper of Emens & Wolper Law Firm, Thaddeus O’Brien of O’Brien & Associates, and Meredith Sugar of Taft Law. They provide a forum to discuss all aspects of succession planning - from inter-family dynamics to strategic planning - in interactive sessions that will provide the foundation for transitioning your 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.
Event Sponsors:
Location:
Date/Time Information:
7:30-9:00 a.m.
Contact Information:
Amy Dotts
Fees/Admission:
Free for Conway Center members
