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September Mastermind Group -  When a Plan Comes Together: The Importance of Exit Planning for Business Owner
September Mastermind Group -  When a Plan Comes Together: The Importance of Exit Planning for Business Owner

Wed, Sep 14

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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.

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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
    Sale ended

Total

$0.00

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