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All business owners need to prepare for the eventual and inevitable succession of their business. How do you juggle financial success, tax savings and family harmony given ongoing market volatility and uncertainty over U.S. tax policy? What kind of team of advisors do you need to have in place to be successful? This presentation offers insights and strategies to help owners successfully transition their business while balancing their succession and wealth transfer planning.
Or call 800-859-7609
April 26, 2018
7:30 am to 9:00 am
Seattle Yacht Club
1807 E Hamlin Street, Seattle WA 98113
Chad Wall - BNY Mellon Wealth Management
Justin Miller - BNY Mellon Wealth Management
Registrations are $45 each, with a 25% discount for three or more.
Attendance is limited to business owning families, family members, and key personnel.