A workshop on succession planning challenges.
Planning to transition a complex asset, like a privately held business, works best with a solid team and planning. This workshop is designed to introduce individuals or companies that are looking to start or complete an ownership transition to key concepts, challenges, and opportunities. This workshop will provide introductory information from three perspectives: process management, wealth planning, and legal counsel.
Presenters:
Stefan Kirk
Principal at Kirk Law Office
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Todd Polackin, CFP
Financial Advisor at Polackin Wealth Management of Raymond James
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