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Succession Planning for Small Business Owners

Topic: Tax Planning
Tuesday, February 18, 2014 11:30 AM to 1:00 PM

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: Free

Phone: 828-263-5370
Email: Send


711 Main Street
Blowing Rock, NC 28605
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