BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P3D REFRESH-INTERVAL:P3D CALSCALE:GREGORIAN 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:
RSVP by April 12th
\n(248) 250-6800
\nevents@rochesterwealthstrategies.com
\n
\nReserve your ticket at \;https://succession_planning.eventbrite.com