Succession Planning Peer Group - Live Virtual Meeting
Event Sponsors
Date and Time
Thursday Oct 14, 2021
7:30 AM - 8:30 AM EDT
7:30-8:30 a.m.
Location
This session will be offered live via ZOOM. Please register through this link: https://us02web.zoom.us/meeting/register/tZYlc-6urjgpE9UAcI9TazBNwaJ8F0c9ybF7
Webinar ID: 828 4760 3391
Fees/Admission
Free for ALL Conway Center members to attend. This is a "drop-in" peer group, you are encouraged but not required to attend all the sessions of this series. Come when you can, but please register or RSVP in advance!
Contact Information
Amy Dotts, COO & Event Manager
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Description
Estate Tax Planning after 2021
Join us for this important discussion so that you are prepared to act quickly should the provisions become law. Learn why wealth transfer techniques that were once efficient need to be reevaluated to ensure they are still effective. Estate plans will also need to be revisited. to protect wealth for future generations.
This session will be offered virtually via ZOOM
Please register through this link:
https://us02web.zoom.us/meeting/register/tZwodeuhrj4qHN2w1UKTB2UxCnqQNY0uqsWe
An email will be sent to you with the registration confirmation and log-in information from ZOOM for the meeting.
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 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.
