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Upcoming Events


Wed, May 28
|Zoom
Planning for the Business Owner w/Tasha Daniels
Essential strategies for planning your business's future and your personal wealth.
Time & Location
May 28, 2025, 7:00 PM – 8:00 PM EDT
Zoom
About the event
Many flourishing businesses do not survive; only one-third succeed in the second generation. The key is planning early to avoid conflicts between heirs and surviving owners; and provide sufficient funding. Business owners must rely on a team of tax, legal and financial professionals to plan for ownership succession; put funded buy-sell arrangements in place; and, implement insurance-based techniques to attract, retain and reward key management.
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