Name: Succession Planning Peer Group - Live Virtual Meeting
Date: April 9, 2020
Time: 7:30 AM - 9:00 AM EDT
We will be using ZOOM for our meetings since we cannot meet in person! Here is the link for this peer group virtual meeting, please register in advance:
After you register, an email will be sent to you from ZOOM with log-in information for the meeting. Note that you do not need a ZOOM account to join, you can attend this meeting from anywhere using a compatible computer or mobile device. We want to see your face so video will be enabled for peer group virtual meetings! Remember this is a casual group so appear as you are (messy hair/no make-up totally fine!).
** If you are new to ZOOM, you can test your device here: https://zoom.us/test
- Who do you have covered…and for what purpose?
- Role of insurance as business/ spousal safeguards
- Role of insurance in buy-sell death situations
- Unanticipated or overlooked risks regarding insurance ownership
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.