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DTSTART:20231108T233000Z
DTEND:20231109T013000Z
LOCATION:Riverside Receptions, 35 N River Ln, Geneva, IL 60134
UID:2468320231108T233000ZBusiness Succession Planning Traps and Tips
DTSTAMP:20260611T061044Z
DESCRIPTION:\nAs 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.\n \nOur panelists for this meeting include BMO Wealth Management's Ed Snoble and Sara Shusterman. \n 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 \nLooking forward to another interactive session!\n
SUMMARY:Business Succession Planning Traps and Tips - Fox Valley Estate Planning Council 
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DESCRIPTION:Reminder
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