Welcome & Introductions Surviving Family Business Estate Planning 101 Estate Planning 101
Reception and Dinner
Wednesday, January 11
Taking Action Personal Succession Readiness Business Succession Readiness
Asset Transition Planning Generational Continuity
Conclude & Dinner On Your Own
Thursday, January 12
The Realities of Transition Lessons for Transition Take-Aways and Goals
Dress is business casual.
Donald J. Jonovic, Ph.D., Family Business Management Services Dr. Don Jonovic has over 40 years of experience working with family businesses in transition. He brings real world insights and lessons to straightforward discussions on how families can preserve relationships and strengthen business results.
Richard P. Thornton, CPA, PFS, Moss Adams LLP Rich Thornton has over 30 years of experience as a partner at Moss Adams LLP and as an IRS agent. Rich shares deep knowledge of business strategy, entity structures, tax planning and asset transfer.