Lunch & Learn: Succession Planning for the Family Business
Presented by Tim Militti, Vice President & Registered Principal First State Financial Services
11:30 a.m. (lunch served) ♦ Seminar runs from 12-1 p.m.
First State Bank & Trust Education Center ♦ 1005 East 23rd Street, Fremont
During this seminar, learn a five step process to creating a succession plan for your family business. The seminar is not designed for anyone who currently has a succession plan in place, rather for those family businesses that are in need of ideas and gathering information for the purpose of creating a succession plan.
Topics will include:
- decision making process
- plan establishment
- business/estate plan creation
- transition plan
Reservations are due by Tuesday, June 23rd. Lunch is free of charge.
If you and/or a colleague are interested in attending, please reserve a spot by contacting Kate Borchman at 402-727-0231 or kborchman@firststatebankandtrust.com by June 23rd.
You can also register online at: http://www.fsbtfremont.com/index.cfm/fsbtu
First State Financial Services
Securities offered through Securities America, Inc., member FINRA/SIPC, and Advisory Services offered through Securities America Advisors, Inc., Tim Militti, Representative. First State Bank & Trust, First State Financial Services and Securities America are separate entities.
NOT FDIC INSURED ♦ NO BANK GUARANTEES ♦ MAY LOSE VALUE