September 26-27, 2024. Things need to be written down to make sure everyone understands the plan. This workshop will help by guiding everyone through the essential 7 P’s of success. Participants will also be introduced to a simple and effective tool to guide their succession and estate planning.
October 11-12, 2024. Planning for the future of your family business can be challenging. Often, estate plans focus on avoiding issues like taxes rather than ensuring a successful transition for the next generation, which can lead to conflicts and challenges. Join this workshop that is designed to help families