Education/Speaker Tracks
Succession Planning Track | Tuesday, April 16
Business Succession Planning | Tuesday, April 16 | 1:30 p.m. - 3:30 p.m.
Drinks and snacks provided
Learn about new tax laws that could have a direct impact on the overall wealth of business owners, as well as the sustainability of their companies. Specific strategies will include the importance of coordinating business succession plans with estate plans, liquidity issues, valuation methodologies, buy-sell agreements, and insurance funding options to minimize taxes and preserve wealth.
Speakers:
- Leon and Terrance Resnick are partners in the Resnick Consulting Group, a business succession, estate planning, and life insurance advisory firm that has worked with more than 250 trade associations and their members. The firm has been featured in Nation’s Business, and is a co-founder of the Elizabethtown College Family Business Center in Pennsylvania.
Sponsor can introduce presenters, provide hand-out and will be recognized as a sponsor on signage and mobile app.
Contact Penny Key at penny.key@nwfa.org or 636-519-9663, ext. 108 with questions.