Succession Planning

Succession Planning

Succession Planning

Every business should have an emergency plan of how to properly deal with ownership changes. Having the necessary and right plan will help make the transition smooth. Join us on June 11th for our next Business Banking Seminar to discuss this topic.

During this seminar, we'll cover:

  • Planning for succession and transfers

  • Intro to the transfer channels

  • Tax consequences and legal concerns

Presenter: David Waymann of Advicoach.

Hyatt Place Livonia 
19300 Haggerty Road
Livonia, MI 48152
Tuesday, June 11, 6:00 pm - 7:30 pm

Date & Time: 6/12/2018 at 6:00 PM

Location: DFCU Financial - Livonia
37373 Seven Mile Road
Livonia, MI 48152


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