Schedule

Day 1 - October 28, 2020

 

8 AM

Dressing Your Company Up for Market

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 QA, Led By: Deborah Stavis, CFP®

 

Day 2 - October 29, 2020

 

8 AM

Unique Decisions in Estate Planning for Business Owners

9 AM

A Graceful Business Exit: How to Stick the Legal Landing

10 AM

Property & Casualty Gap Analysis 

12 PM

Panel QA, Led By: Deborah Stavis, CFP®