Succession 2.0 Peer Group

Event Sponsors

SG Financial Services
Date and Time

Wednesday Jan 31, 2018
7:30 AM - 9:30 AM EST

Wednesday, January 31, 2018
7:30-9:30 a.m.

Location

Ohio Dominican University
Griffin Student Center Room 276
1216 Sunbury Road
Columbus, OH 43219

Fees/Admission

Free for Conway Center members.

Generously sponsored by:
W3 Wealth Management

Contact: Kelley King, CLU, ChFC

Contact Information

Amy Dotts, Event Coordinator
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Succession 2.0 Peer Group
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Description

Where do you want to be in the Succession Planning process and how to get there?

•   Strategic Planning & SWOT Analysis

•   How do you start the conversation?


Succession Planning 2.0 is a quarterly Peer Group focusing on more in-depth sessions on succession planning.  Led by Bea Wolper of Emens & Wolper Law, Tony Kington of Taft Law, and Thaddeus O'Brien of O'Brien & Associates, these sessions delve into topics aimed to educate and support members on specific issues related to transitioning your family business to the next generation.

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