Succession Planning Peer Group

Name: Succession Planning Peer Group

Date: December 10, 2020

Time: 7:30 AM - 8:30 AM EST

Event Description:

The Importance of Family Business Philanthropy

Join guest speaker Lisa Jolley from the Columbus Foundation as she discusses how to start, or refine, a giving program. The unique circumstances of family businesses require careful planning and guidance essential for effective giving.

Why philanthropy is important and how it works with family businesses
How a donor-advised fund works, and the tax benefits associated with it

Generously sponsored by M organ 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.

Please register in advance:
https://us02web.zoom.us/meeting/register/tZcrd-yppjgpGtYiUiBFhwJiuKqHprM-CtVb

After you register, an email will be sent to you from ZOOM with log-in information for the meeting.
* If you are new to ZOOM, you can test your device here: https://zoom.us/test