of the Family Business Learning Community

May 18 2016
Event Time:

8:00 am - 10:00 am


RKL, Wyomissing


Ways to Retire While Preserving the Legacy for the Rising Generation

What will your legacy be?

Letting go can be difficult — especially when you are trying to balance your own personal financial needs with the needs of the business.

But there are options, whether it’s an ESOP, phantom stock, deferred compensation, or others. Come hear Paula Barrett from RKL and Andy Santana from Fox Rothschild talk more about how to pass on the business in a way that provides financial security for yourself and the rising generation.

Learn and ask questions about:
•  What is your legacy?
•  Innovative approaches and simple next steps to guide the process
•  Choices other senior generation leaders have made and what they learned