What Happens If You’re Not There?
If something happened to you tomorrow, would your family, employees, and business know what comes next?
For many business owners, the company is much more than a source of income. It may be one of their largest assets, an important part of their family’s financial security, and something employees and customers depend upon.
Join us for a practical discussion about steps business owners can take today to help protect the company they have worked so hard to build.
We’ll discuss:
- Who takes over your business if you’re no longer able to run it?
- How do you determine what your business is worth?
- How can you protect your family, partners, employees, and business value?
- Why might an estate plan alone not be enough?
- What role do buy-sell agreements and succession planning play?
- How can insurance and other strategies help fund a transition?
- What should be included in a practical business-continuity plan?
Presented by:
Elena Smirnov-Otis, TEP®, CFP®, CLU®
Accredited Trust and Estate Practitioner | Chartered Life Underwriter
Certified Financial Planner
CA DOI License #0C54307
Hosted by:
Inessa Kapustina
Financial Planning Professional | Half Moon Bay Coastside Chamber of Commerce Member
CA DOI License #0G56814
DATE: September 22nd
TIME: 12:00–1:00 PM
LOCATION: Virtual Webinar / Zoom
ZOOM LINK: Click here to join
REGISTRATION: Register Here
COST: Complimentary for Half Moon Bay Coastside Chamber members
Educational presentation. Review legal and tax matters with your attorney and tax advisor.