Membership Meeting

November 15, 2022 @ 5:30 pm – 6:30 pm
Royal Oaks Country Club
8917 NE Fourth Plain Blvd
WA 98662

“Business Succession for Closely-Held Businesses – We’re Better as a Team”

Guest Speakers:
The Estate Planning Council of SW Washington Board of Directors

Business succession is one of the most complicated topics an advisor is asked to address.  By working as a team, we can provide better succession advice than any of us could on our own.  This multi-disciplinary panel will discuss the challenges that planning for succession can present, and some of the ways they can be handled.