BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//ChamberMaster//Event Calendar 2.0//EN
METHOD:PUBLISH
X-PUBLISHED-TTL:P3D
REFRESH-INTERVAL:P3D
CALSCALE:GREGORIAN
BEGIN:VEVENT
DTSTART:20220929T120000Z
DTEND:20220929T133000Z
X-MICROSOFT-CDO-ALLDAYEVENT:FALSE
SUMMARY:Succession Planning Peer Group - Quarterly
DESCRIPTION:Exploring the Hard/Soft Side of Succession Planning\n\n\n\nJoin us IN PERSON for the first of a NOW QUARTERLY series of SUCCESSION PLANNING sessions as we discuss the hard/soft side of succession planning for family businesses.  This interactive peer group will address questions families want answered as they enter the stages of succession planning.  In the process\, we'll learn about your ideas/thoughts as we plan for upcoming "deeper dive" sessions.\n\n\n\nWe will explore the following:\n\n	The fundamental concepts underlying a well-planned succession strategy: communication\, legal\, tax\, insurance and more!\n\n\n\n	What things get in the way and delay these plans?  Emotions?  Not wanting a valuation?  Not giving time to thinking about the process?  Not accepting your own mortality?\n\n\n\n	The company's governing documents and the difference between the company and the owners (separation of assets\, outdated operating agreements and more!)\n\nNone of us will live forever\, and most of us don't want to work forever!  Come join these sessions to learn how to plan!\n\n\n\n Attorneys Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion\, give practical advice\, and answer any questions you may have.\n\n\n\nGenerously sponsored by Morgan Stanley   \n\n \n\n\nIt is never too early to think about succession planning in a family owned business!  This dynamic quarterly peer group is facilitated by Bea Wolper of Emens Wolper Jacobs & Jasin 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.
X-ALT-DESC;FMTTYPE=text/html:<span style="font-size:14px\;"><span style="font-family:arial\;"><strong>Exploring the Hard/Soft Side of Succession Planning</strong><br />\n<br />\nJoin us IN PERSON for the first of a NOW QUARTERLY series of SUCCESSION PLANNING sessions as we discuss the hard/soft side of succession planning for family businesses.&nbsp\; This interactive peer group will address questions families want answered as they enter the stages of succession planning.&nbsp\; In the process\, we&#39\;ll&nbsp\;</span></span><span style="font-family: arial\; font-size: 14px\;">learn about your ideas/thoughts as we plan for upcoming &ldquo\;deeper dive&rdquo\; sessions.</span><br />\n<br />\n<span style="font-size:14px\;"><span style="font-family:arial\;">We will explore the following:</span></span>\n<ul>\n	<li><span style="font-size:14px\;"><span style="font-family:arial\;">The fundamental concepts underlying a well-planned succession strategy: communication\, legal\, tax\, insurance and more!</span></span></li>\n</ul>\n\n<ul>\n	<li><span style="font-size:14px\;"><span style="font-family:arial\;">What things get in the way and delay these plans?&nbsp\; Emotions?&nbsp\; Not wanting a valuation?&nbsp\; Not giving time to thinking about the process?&nbsp\; Not accepting your own mortality?</span></span></li>\n</ul>\n\n<ul>\n	<li>T<span style="font-size:14px\;"><span style="font-family:arial\;">he company&rsquo\;s governing documents and the difference between the company and the owners (separation of assets\, outdated operating agreements and more!)</span></span></li>\n</ul>\n<span style="font-size:14px\;"><span style="font-family:arial\;"><span style="font-size:14px\;"><span style="font-family:arial\;">None of us will live forever\, and most of us don&rsquo\;t want to work forever!&nbsp\; Come join these sessions to learn how to plan!<br />\n<br />\n&nbsp\;</span></span></span></span><span style="color: rgb(51\, 51\, 51)\; font-family: arial\; font-size: 14px\; background-color: rgb(255\, 255\, 255)\;">Attorneys Bea Wolper of Emens Wolper Jacobs &amp\; Jasin and Meredith Sugar of Taft/ will facilitate this discussion\, give practical advice\, and answer any questions you may have.</span><br />\n<br />\n<span style="font-size:14px\;"><span style="font-family:arial\;"><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></span></span><br font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" />\n&nbsp\;\n<hr /><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 quarterly 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 Wolper Jacobs &amp\; Jasin 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&nbsp\;
LOCATION:Ohio Dominican University Griffin Student Center - ROOM 258 1215 Sunbury Rd. Columbus\, Ohio 43219 Please print and place this PARKING PASS on your dashboard. IMPORTANT NOTE - Sunbury Road south of campus (at Woodward Ave) is closed for repairs through October. If you come to ODU from the south\, you'll need to allow yourself a little extra time for a detour to access campus from the north. VIEW details.
UID:e.9081.6854
SEQUENCE:3
DTSTAMP:20260505T163729Z
URL:http://conwayfamilybusiness.memberzone.com/events/details/succession-planning-peer-group-quarterly-6854
END:VEVENT

END:VCALENDAR