FOOD FOR THOUGHT

Four Hot-Button Planning Topics for Family Businesses

Wednesday, November 13
Breakfast Buffet 7:45 a.m., Program 8:30–10:45 a.m.
Fluno Center 8th Floor and Online

Join Colton Groome Insurance Advisors, in partnership with The Zimdars Company and Aspiriant, for an engaging and insightful discussion tailored for family business owners. Our conversation will cover four key areas of planning that are essential for securing your family’s financial future:

• Providing for the financial well-being of a spouse (and children) who marry into a family business
• Strategies for leaving assets to heirs and charitable causes
• Preparing for the pending sunset of the lifetime gift and estate tax exemptions
• Recent legal developments impacting buy/sell agreements

This interactive session will provide practical advice on how to coordinate business continuity with personal wealth planning. Bring your questions and join us for what promises to be both educational and enjoyable!