Webinar: Business Succession & Legacy Planning - Making Your Life's Work Count
Name:
Webinar: Business Succession & Legacy Planning - Making Your Life's Work Count
Date:
May 20, 2021
Time:
10:00 AM - 11:00 AM EDT
Registration:
We're sorry, registration for this event is closed. Please call 941-748-3411 with questions.
Event Description:
This webinar is designed to address the most important factors of succession and legacy planning for owners in every stage of their business…from a brand new business venture to a very mature multi-generational business. Key points of the webinar include:
Speaker is Alan Irving, President of Irving Financial Group
- The difference between Succession Planning and Legacy Planning
- The risks of NOT planning to your family, your clients, and the business
- Managing risks for owners and key employees
- Accumulating assets to fund a successful transition
- Building the right team
- Developing branding that will “outlast” the company founder
- Preparing your customers/clients for the transition
- Planning for a “forced” transition…one that has to happen years ahead of schedule
Speaker is Alan Irving, President of Irving Financial Group