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PRODID:-//ChamberMaster//Event Calendar 2.0//EN
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BEGIN:VEVENT
DTSTART:20210413T220000Z
DTEND:20210413T230000Z
X-MICROSOFT-CDO-ALLDAYEVENT:FALSE
SUMMARY:Business Succession Planning 101: What's your plan?
DESCRIPTION:We are proud to announce a great collaboration of local professionals to provide an informative session on Business Succession Planning.\n\n \n\n\n\nJoin us at Rochester Community House on Tuesday\, April 13th at 6pm.\n\n\n\n \n\n\n\n\n\nBrad Lambert - Lambert Law\n\nLegal challenges a business owner or professional must resolve to create and implement a successful succession plan.  We will focus on the documents and business structure options available for sophisticated planning. \n\n \n\nLindsay Goebel - State Farm\n\nEfficient funding options and risk mitigation tactics for successful plan execution and business continuation.\n\n \n\nJulie Lobaza - Rochester Wealth Strategies\n\nHow to optimize retirement plans by integrating the business into personal planning and building financial strategies intended to help create personal wealth.\n\n \n\nKevin Friedrich - Level One Bank\n\nThe different bank accounts that can be used to fund a business trust and lending options to fund an Employee Stock Ownership Plan (ESOP). \n\n\nRSVP by April 12th\n\n(248) 250-6800\n\nevents@rochesterwealthstrategies.com\n\n\n\nReserve your ticket at https://succession_planning.eventbrite.com
X-ALT-DESC;FMTTYPE=text/html:<div>\n<div><br />\nWe are proud to announce a great collaboration of local professionals to provide an informative session on Business Succession Planning.<br />\n&nbsp\;</div>\n</div>\n\n<div>\n<div>Join us at Rochester Community House on Tuesday\, April 13th at 6pm.</div>\n</div>\n\n<div>\n<div>&nbsp\;</div>\n</div>\n<br />\n<br />\n<strong>Brad Lambert - Lambert Law</strong><br />\nLegal challenges a business owner or professional must resolve to create and implement a successful succession plan.&nbsp\; We will focus on the documents and business structure options available for sophisticated planning.&nbsp\;<br />\n&nbsp\;<br />\n<strong>Lindsay Goebel - State Farm</strong><br />\nEfficient funding options and risk mitigation tactics for successful plan execution and business continuation.<br />\n&nbsp\;<br />\n<strong>Julie Lobaza - Rochester Wealth Strategies</strong><br />\nHow to optimize retirement plans by integrating the business into personal planning and building financial strategies intended to help create personal wealth.<br />\n&nbsp\;<br />\n<strong>Kevin Friedrich - Level One Bank</strong><br />\nThe different bank accounts that can be used to fund a business trust and&nbsp\;lending options to fund an Employee&nbsp\;Stock Ownership Plan (ESOP).&nbsp\;\n<div style="text-align:center">\n<hr />\n<p><span style="font-size:14px"><span style="font-family:arial\,helvetica\,sans-serif"><span style="background-color:rgb(255\, 255\, 255)\; color:rgb(51\, 51\, 51)">RSVP by April 12th</span><br />\n<span style="background-color:rgb(255\, 255\, 255)\; color:rgb(51\, 51\, 51)">(248) 250-6800</span><br />\n<span style="background-color:rgb(255\, 255\, 255)\; color:rgb(51\, 51\, 51)">events@rochesterwealthstrategies.com<br />\n<br />\nReserve your ticket at&nbsp\;</span><a href="https://succession_planning.eventbrite.com">https://succession_planning.eventbrite.com</a></span></span></p>\n\n<hr />\n<div>&nbsp\;</div>\n</div>\n
LOCATION:Rochester Community House 816 Ludlow Ave Rochester\, MI 48307
UID:e.1562.31233
SEQUENCE:3
DTSTAMP:20260523T230929Z
URL:https://business.rrc-mi.com/events/details/business-succession-planning-101-what-s-your-plan-31233
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