Family dynamics have a tremendous influence on the succession planning process, directly impacting long-term relationships with family, employees, and other stakeholders. Financial components of succession planning (wills, trusts, buy/sell agreements, etc.) are also built upon the foundation of family dynamics. This breakfast will explore how those involved with succession should take financial and emotional factors into consideration to craft a plan that will succeed. McGee Wealth Management is a family business with three generations of women contributing and offers a unique perspective on succession in women-owned firms.
Or call 800-859-7609
May 10, 2018
7:30 am to 9:00 am
1313 NW Marshall St, Portland, OR 97209
Linette Dobbins - McGee Wealth Management
Judith McGee - McGee Wealth Management