Business Succession Planning Traps and Tips
Date: Wednesday, November 8, 2023
Time: 5:30pm - 7:30pm
Location: Riverside Receptions, 35 N River Ln, Geneva, IL 60134
Speaker: Panelists to include Sara Shusterman and Ed Snoble. Facilitated by Brad A Herman, CFP®, AEP®, ChFC®
As you know, one of the most common sources of family wealth is the sale of a privately held business. Since often a large portion of a client's net worth is in a business, proper planning for and execution of a liquidity event is critical. Join our panelists are we compare and contrast nightmares with best practices.
Our panelists for this meeting include BMO Wealth Management's Ed Snoble and Sara Shusterman.
- Ed is a long-standing FVEPC Member and serves as a Director and Private Wealth Advisor. He holds CLU, ChFC, CFP, and AEP designations.
- Sara is a Senior Wealth Planning Strategist and recently joined BMO Wealth Management from Faegre Drinker
Looking forward to another interactive session!
