It’s time to get serious about succession planning

It’s never too early to start working on your succession plans if the future of your family business involves the next generation. The Fall 2017 schedule for Family Business 360 is loaded with great topics and top-notch presenters to help you move your plans forward. Topics include defining your succession strategy, avoiding estate planning mistakes, implementing advisory boards, and more.

Follow the links below for more information and registration for each event, or call 800-859-7609. Registrations are $40, with a 25% discount available for three or more. Events are limited to family business owners, family members, and key personnel.

Visit the Family Business 360 web page for complete details. Spring 2018 events will be added soon.

Fall 2017 Breakfast Events

Tigard, October 12, 2017
Don Bielen and Paris Powell – Perkins & Co
How to Build a Well Defined Succession Strategy

Portland, November 16, 2017
Jackson Lewis – Tonkon Torp LLP
Don’t Be “Wise Too Late” – An Estate Planning Guide to Business Transitions

Tigard, December 7, 2017
Paul Menig – Tech-I-M
Don’t Grow It Alone – How Advisory Boards Drive Success

Portland, January 18, 2018
Justin Miller and Chad Wall – BNY Mellon Wealth Management
Secrets of Successful Families – Transferring Values with Wealth for a Lasting Legacy

Fall 2017 Webinar

Online Webinar, December 13, 2017
Steve Schein – L4S Consulting
Why Sustainability Strategy Matters to Family Companies

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