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Wealth Transfer Planning for a Construction Contractor

Webinar Details

Thursday, May 20
  • 11:00 am - 12:00 pm


Register here: https://us02web.zoom.us/webinar/register/WN_JaGG2rtESYua4MdoKKsu0w

 

Presented by:
  • Stuart Smith III - National Director Business Value Strategies | Wilmington Trust / M&T Bank - Emerald Advisory Services
  • Blair Talty - Wealth Strategist, Vice President & Senior Wealth Planner | Wilmington Trust / M&T Bank - Emerald Advisory Services
Register in advance for this webinar:
 
After registering, you will receive a confirmation email containing information about joining the webinar.
A business is typically the most valuable asset in any business owner’s portfolio of investment assets. Like any other valuable asset, a business owner should take the appropriate steps to protect it.
A clear succession plan complimented by an appropriate shareholders agreement, life insurance, and other means of funding transfer of ownership and consideration of a potentially ever-changing estate and income tax landscape are a few of the topics to be covered in this session.
Click here for more information on the presenters and CPE credit: https://conta.cc/3ejAcMG
 
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