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BEGIN:VEVENT
DTSTART:20240924T170000Z
DTEND:20240924T180000Z
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SUMMARY:Live Webinar: All in the Family - Keeping the Business in the Bloodlines
DESCRIPTION:All in the Family - Keeping the Business in the Bloodlines\n\n\n\nYou have probably heard the statistic that 70% of family wealth is lost by the 2nd generation and 90% is lost by the third generation. What are you doing to lower that number for your business?\n\n \n\nMichelle Wong-Halabi\, partner at Porter Wright\, Morris & Arthur\, LLP and Jon Dannemiller\, Senior Executive Benefits Consultant with Marsh MMA\, will conduct this live webinar covering some of the strategies and techniques that can be used to achieve better tax-efficiency while also protecting against the unintentional loss of wealth that can happen\, especially in family businesses. Some of the items that will be covered will include:\n\n\n Estate planning techniques and how to incorporate them as businesses are transferred from one generation to the next\n Understanding tax code as it pertains to business continuation planning\n Executive benefit planning to successfully retain non-family members\n Transferring wealth equitably to children without dividing equity equally\n\n\n\nSPEAKERS:\n\n\n\n\n\nJon Dannemiller\n\nSenior Consultant\, Executive Benefits | Employee Health & Benefits\n\nMarsh McLennan Agency \n\n\n\n\n\n\n\n\n\n\n\n\n\nMichelle H. Wong-Halabi \n\nPartner\n\nPorter Wright\n\n\n\n\n\n\n\n\n\n\n\n REGISTER now and join us for this live webinar on 9/24. You'll have the opportunity to submit questions during the session and view a recording post-session.
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\nAll in the Family - Keeping the Business in the Bloodlines
\n
\nYou have probably heard the statistic that 70% of family wealth is lost by the 2nd generation and 90% is lost by the third generation. What are you doing to lower that number for your business?
\n \;
\nMichelle Wong-Halabi\, partner at Porter Wright\, Morris &\; Arthur\, LLP and Jon Dannemiller\, Senior Executive Benefits Consultant with Marsh MMA\, will conduct this live webinar covering some of the strategies and techniques that can be used to achieve better tax-efficiency while also protecting against the unintentional loss of wealth that can happen\, especially in family businesses. Some of the items that will be covered will include:
\n\n\n - Estate planning techniques and how to incorporate them as businesses are transferred from one generation to the next
\n - Understanding tax code as it pertains to business continuation planning
\n - Executive benefit planning to successfully retain non-family members
\n - Transferring wealth equitably to children without dividing equity equally
\n
\n
\nSPEAKERS:
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\nJon Dannemiller
\nSenior Consultant\, Executive Benefits | \;Employee Health &\; Benefits
\nMarsh McLennan Agency \;
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\n
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\nMichelle H. Wong-Halabi \;
\nPartner
\nPorter Wright
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\n
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\n►\; \;REGISTER \;now and join us for this live webinar on 9/24. \; You'\;ll have the opportunity to submit questions during the session and view a recording post-session.
LOCATION:We will be using ZOOM. An email will be sent to you with the registration confirmation and log-in information from ZOOM to access the webinar. **This webinar will be listen-only for attendees (you will not be on camera). If you are new to ZOOM\, you can test your device here: https://zoom.us/test
UID:e.9081.7705
SEQUENCE:3
DTSTAMP:20260504T154957Z
URL:http://conwayfamilybusiness.memberzone.com/events/details/live-webinar-all-in-the-family-keeping-the-business-in-the-bloodlines-7705
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