of the Family Business Learning Community

Apr 09 2015
Event Time:

7:45 AM - 10:30 AM


Clemens Food Group, Hatfield PA


Defining the Number: First Steps in Transition Planning

Thought leaders and sponsor Everence will provide information on how a financial advisor who shares your values, can help you on this journey through unfamiliar territory.

Seating is limited!

As Baby Boomers (age 50-65) move toward business transitions and retirement, they face questions like:

  • How much money do we have now…from all sources?retirement number
  • How much money will we need for the next chapter?
  • How can we honor our charitable interests?
  • How do we treat our children fairly in our estate planning?

We call this ongoing process “Defining the Number.”  We will hear from a panel who have taken this first step…providing a realistic and reassuring foundation for future planning.