What does a Business Owner need to do to get his/her “house in order?” Estate Planning is an important part of the Personal Preparedness leg of the three-legged Exit Planning stool. Being prepared for the Five D’s will allow a business owner the ability to maintain a constant state of readiness. Are you ready?
This presentation is designed and presented from an Exit Planning perspective. (This is NOT legal advice.)
- How to manage your financial and personal affairs while you are alive
- How to distribute your wealth after your death
- How to avoid probate
- What critical estate planning documents to maintain
- How estate planning is part of a business owner exit plan
Meet the Presenters:
Hear from Chapter President, Mark C. Hegstrom, AIF®, CEPA®, CPFA, Managing Partner, Certified Exit Planning Advisor™, Business Owner Succession Strategies, and Shaun M. Simma, CPA, CVA, CEPA, Simma Flottemesch & Orenstein, Ltd.About the Presenter
Join our hybrid chapter event in a way that is most convenient to you, either in-person ($40), or virtually ($20).
Thank you to our Sponsors!
This meeting will be held at the Canadian Pacific Plaza.
Address: 120 South 6th St, Minneapolis, MN 55402