EO Exchange Series- 3 sessions to go!
Steps to Protect the Future for Your Business and Your Family
Part 2: Documenting Your Legacy
October 25, 2024
9:00 - 10:00 am
Virtual- Zoom
Join us for a crucial session in this series, where we will delve into the importance of comprehensive documentation for life's unforeseen events. This presentation will guide you through the process of creating a thorough and organized document that contains all essential information and preferences. From bank account details and lockbox locations to passwords, investment portfolios, and burial preferences, we'll cover it all!
Our expert speakers from Bradley will help provide practical advice for this session!
. Don't miss this opportunity to prepare for the unexpected and ensure your legacy is preserved with clarity and intention.
Part 3: Business Succession Strategies
November 22, 2024
9:00 - 10:00 am
Virtual- Zoom
In this 3rd session, we will explore the vital steps you need to take ahead of time to ensure a smooth transition to protect your legacy and secure the financial future of your business. Our expert panel from Continuum Planning Partners + Viking Mergers and Acquisitions will include seasoned professionals who will share their knowledge and experience to help you navigate the complexities of succession planning.
Key takeaways will include:
*Learn how to identify and groom potential successors
*Understand the legal and financial implications of various exit strategies
*Discover how to maximize the value of your business in the event of a sale or transfer
*Navigate partnerships and stakeholder relationships effectively and realistically
Part 4: Living Lifestyle Choices for Your Parents – and Yourself!
December 6, 2024
9:00 - 10:00 am
Virtual- Zoom
This 4th session will focus on a scenario that everyone hopes for, but few fully prepare for: What if you live a LONG life?!?
Join us as we explore critical aspects of financial planning, healthcare, and lifestyle choices that can help ensure you and your loved ones are well-provided for, without becoming a burden.
In this session, we will cover:
*Long-Term Care
*Insurance
*In-Home care vs. Independent Living Options
*Financial Planning: Strategies to ensure a stable and sufficient income throughout your retirement years.
Don’t miss this opportunity to gain the knowledge and tools needed to secure a comfortable and worry-free future.
