Tag Archive: Succession

Financial and Succession Planning Workshop – January 26

January 26, 2017

10 a.m. – 2 p.m. (lunch provided)

Jackson County Extension
2741 Penn Avenue, Marianna, Florida 32448

Join us for a Financial and Succession Planning Workshop!

Strategic Wealth Group from Tallahassee will be leading the workshop. They have an expertise in business and estate planning and specialize in working with farmers.The program will address some key questions:

  • Are you operating under the most efficient form of ownership (LLC, S-Corp, Partnership, Sole Proprietorship)?

  • Are you planning an ownership transition to the next generation in the future?

  • Do you have a buy/sell agreement to protect your business and family? If so, does the agreement accomplish exactly what you want?

  • Do you have key employees and are you worried they may leave you?

  • Have you taken steps to protect your assets from liability arising from farm or personal accidents?

  • Are you paying more taxes than you have to? 

Workshop Flyer:  NWFL Financial and Succession Planning Workshop Flyer


Make plans to attend, and please RSVP to 800.527.0647 by January 20, 2017



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