Events
Co-sponsored by Scott Valley Bank and Bell Investment Advisors
Thursday Mar 26, 2015
Thursday, March 26, 2015 8:00 - 9:30 am Scott Valley Bank, 2001 Gateway Place, Suite 135, San Jose, CA 95110 Free
Reservations are required as space is limited.
Email jroundtree@bellinvest.com to register or for more information.Succession Planning for Business Owners: Breaking Down the Concerns
Host & Speaker:
Chris Morin
Executive Vice President, Scott Valley Bank
Speakers:
Jim Bell, CFP®
President & Founder, Bell Investment Advisors
Forrest Ryan Bell, CFP®
Senior Investment Advisor, Financial Planner,
Bell Investment Advisors
For business owners, succession planning is something that is often put off forever— like cleaning out your garage or completing your revocable trust. It can be a daunting project. In this workshop, we will break down the concerns and distinctions of succession into manageable bites. We will drill into the important differences between management succession and ownership succession. We will also specify the unseen consequences to banking and credit facilities when there is a succession of ownership. There will be much more you will not want to miss.
Date and Time
8:00 AM - 9:30 AM PDT
Location
Fees/Admission
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