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VERSION:2.0
PRODID:-//ChamberMaster//Event Calendar 2.0//EN
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CALSCALE:GREGORIAN
BEGIN:VEVENT
DTSTART:20210311T123000Z
DTEND:20210311T133000Z
X-MICROSOFT-CDO-ALLDAYEVENT:FALSE
SUMMARY:Succession Planning Peer Group
DESCRIPTION:Operating Agreements\n\n \n\nWithout a solid operating agreement\, conflict can cause harm to a family business including loss of control of the business.  A thoughtful operating agreement can mitigate such harm as family dynamics change over time. This discussion will include:\n\n	Transfer restrictions\n	\n		What happens when someone leaves?\n		Death\; Divorce\n		Puts and calls\n	\n	\n	Cash flow distributions\n	Management   member-managed versus manager-managed\n\nGenerously sponsored by Morgan Stanley   \n\n\n\nIt 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 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.\n\n \n\nPlease register in advance:\n\nhttps://us02web.zoom.us/meeting/register/tZAsfumvqj4uGNRWAAKmWFGxkaVqIqEUyyI8\n\n\n\nAfter you register\, an email will be sent to you from ZOOM with log-in information for the meeting.  \n\n* If you are new to ZOOM\, you can test your device here: https://zoom.us/test
X-ALT-DESC;FMTTYPE=text/html:<br />\n<span style="font-family:arial\;"><span style="font-size:14px\;"><strong><span style="color:black\;">Operating Agreements</span></strong></span><br />\n&nbsp\;<br />\n<span style="color:black\;"><span style="font-size:10.0pt\;">Without a solid operating agreement\, conflict can cause harm to a family business including loss of control of the business. &nbsp\;A thoughtful operating agreement can mitigate such harm as family dynamics change over time.&nbsp\;This discussion will include:</span></span></span>\n<ul>\n	<li style="background:white\;"><span style="font-family:arial\;"><span style="color:black\;"><span style="font-size:10.0pt\;">Transfer restrictions</span></span></span>\n	<ul style="list-style-type:circle\;">\n		<li style="background:white\;"><span style="font-family:arial\;"><span style="color:black\;"><span style="font-size:10.0pt\;">What happens when someone leaves?</span></span></span></li>\n		<li style="background:white\;"><span style="font-family:arial\;"><span style="color:black\;"><span style="font-size:10.0pt\;">Death\; Divorce</span></span></span></li>\n		<li style="background:white\;"><span style="font-family:arial\;"><span style="color:black\;"><span style="font-size:10.0pt\;">Puts and calls</span></span></span></li>\n	</ul>\n	</li>\n	<li style="background:white\;"><span style="font-family:arial\;"><span style="color:black\;"><span style="font-size:10.0pt\;">Cash flow distributions</span></span></span></li>\n	<li style="background:white\;"><span style="font-family:arial\;"><span style="color:black\;"><span style="font-size:10.0pt\;">Management &ndash\; member-managed versus manager-managed</span></span></span></li>\n</ul>\n<em style="font-size: 13px\; background-color: rgb(255\, 255\, 255)\; color: rgb(68\, 68\, 68)\; font-family: arial\, Arial\, Helvetica\, sans-serif\;">Generously sponsored&nbsp\;by&nbsp\;<a href="http://fa.morganstanley.com/fortis/" style="color: rgb(7\, 130\, 193)\;">M</a><a href="http://fa.morganstanley.com/fortis/" style="color: rgb(7\, 130\, 193)\;">organ Stanley</a>&nbsp\; &nbsp\;</em><br font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" />\n<br font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" />\n<span style="color: rgb(51\, 51\, 51)\; font-size: 13px\; font-family: corbel\, sans-serif\;"><span style="font-size: 10pt\;">It is never too early to think about succession planning in a family owned business!&nbsp\;&nbsp\;</span></span><span style="color: rgb(51\, 51\, 51)\; background-color: rgb(255\, 255\, 255)\; font-family: corbel\, sans-serif\; font-size: 13.3333px\;">This dynamic monthly peer group is facilitated by</span><span style="color: rgb(51\, 51\, 51)\; font-size: 13px\; font-family: corbel\, sans-serif\;"><span style="font-size: 10pt\;">&nbsp\;Bea Wolper of Emens &amp\; Wolper Law Firm 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&nbsp\; attending together with successors or next gens is very important and beneficial.</span></span><br font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" />\n<strong><span style="color:#FF0000\;"><span background-color:="" font-size:="" trebuchet="">&nbsp\;</span></span></strong><br />\n<span background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="">Please register in advance:</span><br />\n<a href="https://us02web.zoom.us/meeting/register/tZAsfumvqj4uGNRWAAKmWFGxkaVqIqEUyyI8"><strong>https://us02web.zoom.us/meeting/register/tZAsfumvqj4uGNRWAAKmWFGxkaVqIqEUyyI8</strong></a><br background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" />\n<br background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" />\n<span background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="">After you register\, an email will be sent to you from ZOOM with log-in information for the meeting.&nbsp\;&nbsp\;</span><br background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" />\n<strong background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="">* If you are new to ZOOM\, you can test your device here:</strong><strong background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="">&nbsp\;<a href="https://zoom.us/test" style="color: rgb(7\, 130\, 193)\;">https://zoom.us/test</a></strong>
LOCATION:ZOOM https://us02web.zoom.us/meeting/register/tZAsfumvqj4uGNRWAAKmWFGxkaVqIqEUyyI8 Webinar ID: 841 9074 5420
UID:e.9081.6030
SEQUENCE:3
DTSTAMP:20260506T124745Z
URL:http://conwayfamilybusiness.memberzone.com/events/details/succession-planning-peer-group-03-11-2021-6030
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