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Business Succession Planning 101: What's your plan?

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Name: Business Succession Planning 101: What's your plan?
Date: April 13, 2021
Time: 6:00 PM - 7:00 PM EDT
Event Description:

We are proud to announce a great collaboration of local professionals to provide an informative session on Business Succession Planning.
 
Join us at Rochester Community House on Tuesday, April 13th at 6pm.
 


Brad Lambert - Lambert Law
Legal 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. 
 
Lindsay Goebel - State Farm
Efficient funding options and risk mitigation tactics for successful plan execution and business continuation.
 
Julie Lobaza - Rochester Wealth Strategies
How to optimize retirement plans by integrating the business into personal planning and building financial strategies intended to help create personal wealth.
 
Kevin Friedrich - Level One Bank
The different bank accounts that can be used to fund a business trust and lending options to fund an Employee Stock Ownership Plan (ESOP). 

RSVP by April 12th
(248) 250-6800
events@rochesterwealthstrategies.com

Reserve your ticket at 
https://succession_planning.eventbrite.com


 
Event Media:
Location:
Rochester Community House
816 Ludlow Ave
Rochester, MI  48307
Date/Time Information:
Tuesday, April 13th at 6:00pm
Contact Information:
248-250-6800
Fees/Admission:
RSVP by April 12th
(248) 250-6800 or
events@rochesterwealthstrategies.com
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