All four regular meetings now In Person, Streamed and Open to AllNon-Members: $20 Door Charge ~ Members Always Free479 601-3472 Kathleen@rei-nwa.com
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Non-Members: $20 Door Charge
Members Always Free
You've spent your entire career building your Portfolio. Now what? Do the kids want it? Do you want the kids to have it? Are your options limited by something you did or didn't do 10 years ago?
Tonight, we're bringing you a panel of Pros to give you some ideas to think about. It's not all about taxes. There are some hard questions to address with your family, business partners - even yourself. Our savvy panel will share their experience with partnerships, estates and family dynamics. They will explore with us:
· Some options for exit strategies
· Questions to help you think of long-term goals for your assets
· Who should be part of the discussions
· Timeframe for setting up the plan - it's not too soon to start
· Legal structures to set up now
Tim Snively is an experienced attorney, licensed contractor and holds an inactive Realtor's license. Coming from a family of carpenters gave Tim the background, know-how and people skills to offer his clients practical advice in the areas of real estate, civil and family law - even a few criminal cases. He is a savvy advisor you'll want on your team.
Jon Jouvenaux is President of BBB Septic, Septic and Portable Toilets. An active investor for 15+ years, he brings the perfect combination of knowledgeable expertise in all things septic and the instincts and know-how of a savvy investor. Jon has worked with his family to set up a successful succession plan and brings valuable experience in this area of topic.
John Green is Exec. Business Broker with the CBI Team, he confidentially helps people sell & buy businesses to secure their financial future. By offering leading edge valuation tools to value and evaluate the business and deliver a path forward. Not only will he help you create a company that will survive beyond it’s sale, he’ll help protect your equity and find ways to help you earn more money when it’s time to exit.
We love to hear from new people as well as our members.
Let us know what's on your mind or what you'd like to see at REI NWA.
Call or Email Us
Phone: (479) 601-3472
Email: Kathleen@rei-nwa.com