Establish a Lasting Legacy with a Succession Plan Strategy

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Planning a transition away from one’s business can be overwhelming. But with insight into the basics of business succession and estate planning, owners can start to plan for the future with confidence and lay the groundwork for a lasting legacy. Join Federated Insurance representative Stewart Van Duzer, first vice president and director of special projects – risk management, as he leads a conversation on how manufacturing executives can avoid the frustration, taxation and litigation of exiting a business.  

Attendees will walk away with the strategic components needed to begin planning for the transition of their business, including

  • Understanding the importance of proper planning 
  • Will learn and know the key components of an Estate Plan and a Business Succession Plan
  • Will learn the trigger points in a properly drafted Business Succession Plan

Members: No Cost. Non-Members: $25.

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