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).