Education

Wednesday Jan 4, 2023
As we all know by now, Intel plans for an initial investment of more than $20 billion for two new chip factories in Licking County. There has never been a project of this size, or magnitude, in the entire state of Ohio?s history. How will this project impact your family business? Join Betsy Goldstein, director of business development with MA Design, as she walks us through the Intel project and the overall impact to the Central Ohio region. ... read more
Categories: CCFB Webinar
Thursday Jan 19, 2023
Succession happens whether planned for or not. It is therefore imperative that family-owned businesses go through thoughtful, strategic succession planning if they are going to transition smoothly from generation to generation ? and the process isn?t always easy! It?s also never too early to start thinking about succession because it is indeed a marathon and not a sprint! Our panelists will discuss their approach to succession planning: detours and all! Panelists: Luconda Dager, President, Velvet Ice Cream Tom Mosure, Chairman of the Board, ms consultants, inc. Steve Wathen, CEO, Equity Patrick Wathen, President, Equity Facilitated by Meredith Sugar, Taft/ ... read more
Categories: CCFB Educational Program
Tuesday Jan 31, 2023
Whether you have an existing 401(k) plan or are considering offering this benefit soon, it?s important to know that the government just passed sweeping legislation in December for the second time in three years encouraging access to and participation in retirement plans. As a plan trustee or plan committee member, you need to know what to watch for since you are liable as a plan fiduciary. Join Eric Shisler and Jamie Bond, members of CI Budros Ruhlin Roe Retirement Plan Services team. They will summarize what has changed and what requires action in the recently passed SECURE Act 2.0 as it relates to your company-sponsored retirement plan. You won?t want to miss this informative session! ... read more
Categories: CCFB Webinar

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P.O. Box 361106, Columbus, OH 43236 – (614) 253-4820 – info@familybusinesscenter.com