Live Webinar: All in the Family - Keeping the Business in the Bloodlines
Date and Time
Tuesday Sep 24, 2024
1:00 PM - 2:00 PM EDT
Tuesday, September 24th, 2024
1:00 - 2:00pm
Webinar ID: 860 5011 9206
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
Fees/Admission
Free to Conway Center members and their employees; $50 for non-members (you will be invoiced after registering)
► REGISTER now! If you are unable to make the live webinar, register anyway and we will send you the recording.
Contact Information
Lorna Flint
Send Email
Description
All in the Family - Keeping the Business in the Bloodlines
You 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?
Michelle 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:
- Estate planning techniques and how to incorporate them as businesses are transferred from one generation to the next
- Understanding tax code as it pertains to business continuation planning
- Executive benefit planning to successfully retain non-family members
- Transferring wealth equitably to children without dividing equity equally
SPEAKERS:
Jon Dannemiller
Senior Consultant, Executive Benefits | Employee Health & Benefits
Marsh McLennan Agency
Michelle H. Wong-Halabi
Partner
Porter Wright
► 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.
