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DTSTART:20260915T130000Z
DTEND:20260915T150000Z
LOCATION:Locust Hill Country Club
UID:2889320260915T130000ZTransition by Design; Successful Succession of the Privately-Held Business and Wealth
DTSTAMP:20260904T064157Z
DESCRIPTION:\nWe are excited to welcome nationally renowned speaker Susan Rounds to present at our September CE program. This 2hour program will include breakfast.  \n\nAll privately-held businesses will transition at some point â either by design or by default. This presentation identifies the key drivers that underlie business dynamics and family dynamics and illustrates a three-pronged approach to designing an integrated business succession plan to align the goals and objectives of the business and the family. We will discuss some of the current changes in the tax law, and strategic opportunities and pre-transaction planning steps to consider in order to optimize the chosen path.\n
SUMMARY:Transition by Design; Successful Succession of the Privately-Held Business and Wealth - Estate Planning Council of Rochester 
PRIORITY:3
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TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
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