Creating a succession plan is key to keeping your business viable and ultimately selling it and creating a legacy. 

Join us for a Business Succession Financial Wellness Workshop to learn about:

•       The importance of coordinating business and estate planning
•       Four professionals to include on your business planning team
•       Five property types to consider in your succession planning
•       How property passes at death
•       Buy-sell agreement and gift / tax strategies

      Hope you can join!

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