Succession Planning Peer Group
Event Sponsors
Date and Time
Thursday Dec 10, 2020
7:30 AM - 8:30 AM EST
7:30-8:30 a.m.
Location
ZOOM
https://us02web.zoom.us/meeting/register/tZcrd-yppjgpGtYiUiBFhwJiuKqHprM-CtVb
Webinar ID: 836 0518 3302
Fees/Admission
Free for Conway Center members. Register Here
Contact Information
Amy Dotts
Send Email
Description
The Importance of Family Business Philanthropy
Join guest speaker Lisa Jolley from the Columbus Foundation as she discusses how to start, or refine, a giving program. The unique circumstances of family businesses require careful planning and guidance essential for effective giving.
- Why philanthropy is important and how it works with family businesses
- How a donor-advised fund works, and the tax benefits associated with it
Generously sponsored by Morgan Stanley
It 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, Thaddeus O?Brien of O?Brien & Associates, 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.
Please register in advance:
https://us02web.zoom.us/meeting/register/tZcrd-yppjgpGtYiUiBFhwJiuKqHprM-CtVb
After you register, an email will be sent to you from ZOOM with log-in information for the meeting.
* If you are new to ZOOM, you can test your device here: https://zoom.us/test
Printed courtesy of www.familybusinesscenter.com – Contact the Conway Center for Family Business for more information.
P.O. Box 361106, Columbus, OH 43236 – (614) 253-4820 – info@familybusinesscenter.com