SCHEDULE

 

DAY 1- OCTOBER 28, 2020

 

 8 AM

State of the M&A Landscape

 

9 AM

Valuation: Succession or Sell? What About Income Tax Alternatives?

 

11 AM

How to Maintain Your Income Stream After You Transition Out of the Business

 

12 PM

Panel Q&A, Led By: Deborah Stavis, CFP®
 

 

 

DAY 2- OCTOBER 29, 2020

 

 8 AM

Unique Decisions in Estate Planning for Business Owner
Allison Lyons

 

9 AM

A Graceful Business Exit: How to Stick the Legal Landing
Royce Lanning
Linda Broocks

 

11 AM

Business Risk Management
David B. Carroll
Duane Hirsch

 

12 PM

Panel Q&A, Led By: Deborah Stavis, CFP®
Wendy Farner
Allison Lyons
Royce Lanning
Linda Broocks
David B. Carroll
Duane Hirsch
 

 

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