Event:

  • April Member Meeting (w/1 Hour CE)
  • Speaker: Michael Cherewka
  • Date: April 25th
  • Time: 8:00 - 9:30 AM
  • Place: URL Financial 500 Nationwide Dr., Harrisburg, PA 17110
  • Cost: Members - Free; Non-Members $15
  • Continental Breakfast To Be Provided
  • Topic: Business succession planning is often difficult for business owners and their advisors because the owner may have mutiple and sometimes competing transfer motives. However, an owner may not fully understand these motives or what is truly driving the transfer of the business. In our exit planning seminar, we discuss some of the challenges and planning techniques faced by financial planners when working with small and medium sized business owners