Wed, Sep 14
|Le Moyne Madden School of Business
September Mastermind Group - When a Plan Comes Together: The Importance of Exit Planning for Business Owner
Colette Powers, Powers Wealth Management, UBS, invites her UBS associates Bill Shad, Head of Wealth Planning Strategists & Trust Consulting and James Jack, Head of the Business Owners Client Segment, to have a lively and interactive conversation about Exit Planning.
Time & Location
Sep 14, 2022, 3:30 PM – 5:00 PM
Le Moyne Madden School of Business, 1419 Salt Springs Rd, Syracuse, NY 13214, USA
About The Event
Time: 3:30-5pm
Location: Le Moyne Madden School of Business – 2ndFl Conference Room
Non-Member Cost: $30
Member Cost: Free
Colette Powers, Powers Wealth Management, UBS, invites her UBS associates Bill Shad, Head of Wealth Planning Strategists & Trust Consulting and James Jack, Head of the Business Owners Client Segment, to have a lively and interactive conversation about Exit Planning.
- Learn what Exit Planning is
- How owners can prepare themselves, the company and its stakeholders for an exit;
- How the business owner can accomplish their personal goals and help set the business up for a better transition
- What’s at stake for a business owner who’s thinking about an exit
- The three key areas of impact an exit has
- The types of exits and their impact on estate planning
Tickets
Mastermind Ticket
$30.00
Total
$0.00
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