Estate planning is not only an integral part of our financial lives, it includes the legacy we wish to leave behind. Family business owners are uniquely positioned to pass down business, financial, and personal success through multiple generations, but many have little to no succession strategy in place.
Join us on October 6th, 2022 as Daniel H. Yoo, CFP®, CEPA® and Michael Maglieri from our Wealth Management team, along with Risë L. Flenner, CPA/PFS, J.D. , Director of Succession Planning with PBMares, LLP, discuss the importance of succession planning for family businesses, and how business owners, as well as individual families, are using the Family Love Letter to bridge the gap from one generation to the next.
The Family Love Letter
Thursday, October 6, 2022
12:00 PM – 1:00 PM EDT