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PLAN: Wealth Succession for Family Businesses
July 17, 2018 @ 7:30 am - 9:00 am$20
The Community Foundation for the Alleghenies is partnering with IUP’s Small Business Development Center for an encore presentation of Wealth Succession Planning Strategies for Family Businesses. This is the same PLAN seminar that was offered in November 2017, and qualifies for professional education credits.
Speaker Douglas Denardo, Esq. will:
– Increase awareness of the financial and emotional dynamics of family succession planning.
– Discuss potential consequences when effective succession strategies are nor considered as part of a client’s overall financial planning.
– Evaluate creative ways to balance family/family business needs as part of succession planning.
This event is part of our ongoing PLAN program – a network for professional wealth managers. The seminar is offered through the Indiana University of PA Small Business Development Center.
WHAT: PLAN seminar
WHEN: Tuesday, July 17 – breakfast at 7:30am, program from 8am-9am.
WHERE: IUP’s Eberly College of Business Complex, room 121
COST: $20 per person, registration required.