Join us for the second lunch and learn of 2016!

Elkhart County Estate Planning Council
Preparing Your Clients for Business Succession
   
Successful business owners spend much of their lives building and running their companies.  However, even as they approach retirement age, many owners have not developed a plan for how to position their company for potential sale.  How can you help owners maximize value in the sale of their companies?  What can your clients do today to prepare for a transaction?
 
Join Brad Mart, Managing Director of BridgePoint Company, as he speaks on Preparing Your Clients for Business Succession at our second lunch and learn of the year.
    
MAY LUNCH AND LEARN
          
DATE: Wednesday, May 25
         
TIME: 11:45am: Lunch Buffet Available       
   12:00pm - 1:00pm: Program
 
LOCATION: Antonio's Italian Ristorante (Elkhart)
 
COST: $35 per person; Complimentary for members
    *Members still need to register for the lunch.
     Not a member?  Click here to become a member today.

UPDATE: Digital Assets Law

As our last lunch and learn focused on Digital Assets, we wanted to inform you that the Revised Uniform Fiduciary Access to Digital Assets Act was signed into law on March 23rd and the Act becomes effective on July 1, 2016.
 
Click here to read more about the Revised Uniform Fiduciary Access to Digital Assets Act.

Mark Your Calendars_
Mark Your Calendars
 
Wednesday, August 24th
The Transformational Trustee: The Risks and Benefits of Nonprofit Governance
8am-11am; 3 Hours CE Opportunity

Wednesday, November 30th
The Future of Wealth Management
12pm - 1pm

Elkhart County Estate Planning Council
 574-295-8761  |  Krissy@InspiringGood.org  | InspiringGood.org/Advising
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