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Name: Succession Planning Peer Group - Live Virtual Meeting *Note Date Change
Date: November 5, 2020
Time: 7:30 AM - 9:00 AM EST
Event Description:
This session will be held exclusively remote via ZOOM. 

Caring for an Aging Loved One

Join our guest speaker Melanie Hankinson, an Aging Life Care Professional®, as she reviews the options and hurdles of caring for an aging loved one.   Discussion will focus on you as business owners who may not have the flexibility to “leave the business in someone else’s hands” thus need help with what can often be an overwhelming task of navigating services and care while running a business. We will explore in-home, community,and facility care - as well as end-of-life care options. Examples of current and past client case studies will be shared along with other issues including:
  • Pros and cons whether care should continue in the home or placement in a facility
  • What is the cost of care and who pays for this care?
  • How caregiver stress can take a toll?
  • Health directive forms’ interplay and terms
  • Financial Powers of Attorney

Generously sponsored by 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.

 Please register ONLINE via ZOOM

An email will be sent to you with the registration confirmation and log-in information from ZOOM for the meeting. Please log in a few minutes prior to session start so you are "in" the meeting by 7:30am.

Webinar ID: 827 2826 8273
Date/Time Information:
Thursday, November 5, 2020  *Note date change
7:30-9:00 am
Fees/Admission:
Free for Conway Center members.

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