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
