What’s next? Financial, Succession & Transition Planning Strategies

Go Back

Despite its challenges, the COVID-19 era presents a unique opportunity for closely-held and family-owned business owners to plan and execute on strategies to become a better and more valuable business. This presentation and discussion will provide business owners with a number of estate, financial, succession and transition planning strategies they can implement to achieve their personal wealth management planning goals and objectives. 

Topics include: 

  • What are some current strategies for businesses to defer and avoid taxes under the recent Congressional stimulus plans?
  • Is now a good time to revise my existing estate plan (wills, trusts, powers-of-attorney)?
  • Is it advisable to pursue charitable and gifting strategies in the current environment?
  • What attributes will maximize my business value when I am considering a potential sale?
  • Is now a good time to consider the sale of my business in the current COVID-19 environment?   

Presenters include:

John F. Herubin, managing director, EdgePoint; Brad Dillon, executive director senior wealth strategist, UBS Financial Services Inc.; and moderated by Colette K. Powers, CEPA®, Powers Wealth Management financial advisor, UBS Financial Services Inc. 

Cost to attend:  Free; attendees must register to receive information on how to participate in the webinar.

Event Time

Oct 6th 2020
9:00 AM to 10:30 AM




Event Type

Professional Development - CEO