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SBCN - North Carolina Community College System Small Business Center Network
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Succession Planning for Small Business Owners

Tue 11:30 AM to 1:00 PM
Topic: Tax Planning

This event is part of the Master Entrepreneur Series. Strategic Positioning of the Family Business and Wealth The seminar is designed to ensure that the business owner understands their ownership transition options and how to position their plans in a way to keep and protect more of the hard earned wealth. The business owners will see how to manage the ownership transition process in an objective and unbiased manner-irrespective of their ultimate Keep, Sell or ESOP transition choice. After this session, the business owner will be able to more fully integrate their business and family strategic plans.

Speaker(s): Evan Anderson, Regional Wealth Planning Manager, Senior Vice President, Wells Fargo Erika Mielke, Vice President & Senior Wealth Planning Strategist

Lunch will be furnished. Please make a reservation for accurate head count. Thank you.

Fee: No Cost

Phone: 828-726-2615


Blue Ridge Energy Boone Headquaters
2491 U.S. Hwy 421 N S Boone, NC 28607