Rainmakers Workshop

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Rainmakers Workshop

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
__________
Todd Polackin, CFP
Financial Advisor at Polackin Wealth Management of Raymond James
__________

Paul McCoy

Action Coach

Business and Executive Coaching

paulmccoy.actioncoach.com

October 24 2019

Details

Date: October 24
Time: 8:30 am - 10:30 am

Venue

Platform 24

12400 N Meridian St, Two Meridian Park Place, Suite 150
Carmel, 46032

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Organizer

Rainmakers
Phone: (317) 818-7660
Email:
Website: Visit Organizer Website