Business Succession & Legacy Planning | Small Business Panel Series

250 Prairie Center Drive,Eden Prairie MN 55344

14 July, 2022

Description

Succession planning is a process and strategy for replacement planning or passing on leadership roles. It is used to identify and develop new, potential leaders who can move into leadership roles when they become vacant. Succession planning takes effort, and equally important, an understanding of the process and all of its components. Our panelists will share their expertise through an interactive discussion during this session. Who Should Attend? Business owners in a growth phase looking to attract and retain talentBusiness owners planning to retire in the next 5 years while creating a succession planBusiness owners who want to make sure their family is financially secure after the sale of their business or in the event of their deathIndividuals with concerns about their estate plan and end-of-life planningIndividuals working with seniors, such as social workers and assisted living directorsAdult children having the responsibility of taking care of their elderly parentsThis session is also beneficial for Private Bankers and Insurance Agents looking to expand their professional partnerships. Lunch sponsored by Demery Wealth Advisors, Chestnut Cambronne, and Strategic Business Coach Inc. Seating is limited. Register early!