of the Family Business Learning Community

May 21 2015
Event Time:

7:45 a.m. - 10:30 a.m.


Fox Rothschild LLP, Blue Bell


Defining the Numbers: First Steps in Transition Planning

Back by popular demand, come to this second opportunity to hear thought leaders from Everence, RKL, and DVFBC discuss how to take steps toward defining "the numbers."

They will address questions Baby Boomers (age 50-65) face like:
* How much money do we have now?
* How do I determine how much my business is worth?
* How much will we need for the next chapter?
* How do we prepare the rising generation for the transition?

retirement numberCome with your questions and be prepared to take notes as you learn key principles about how to take your first steps in defining the numbers!