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October 24, 2019 < BACK
PLANNING FOR YOUR FUTURE AS A SMALL BUSINESS OWNER Succession and Retirement Planning for the Self-Employed 8:00 AM to 10:30 AM U.S. Custom House (312 Fore Street) , Portland

The SBA, CEI Women’s Business Center, and Merrill Lynch would like to invite you to a fabulous panel discussion about succession and retirement planning for the small business owner on Thursday, October 24th. 

PLANNING FOR YOUR FUTURE AS A SMALL BUSINESS OWNER: Succession and Retirement Planning for the Self-Employed

Whether you’re ready to retire soon, just starting your business, or well on the way to success with your small business this will be a conversation you want to hear!  Succession planning and planning for your retirement when you’re self-employed aren’t things you want to leave until the last minute, and yes, you DO have options!! 

Please join the CEI Women’s Business Center, the US Small Business Administration, Merrill Lynch, and a former small business owner for a panel discussion about planning for the future when you’re self-employed. Our discussion will be kicked off with a key note from Lynne Somerman, a financial coach who helps entrepreneurs learn to love budgeting and feel less fearful about their personal finances.

WHEN:                 Tuesday, October 24, 2019

TIME:                   8AM to 10:30AM

WHERE:              US Custom House, 312 Fore St., Portland, ME

WHO:                   Small Business Owners who want support and guidance in thinking about

their financial future


KEY NOTE:         Lynne Somerman, Financial Coach and Entrepreneur


8:15 – 8:45AM                 Registration & Networking

8:45 – 9:00AM                 Key Note Address – Lynne Somerman

9:00 – 10:00AM                              Moderated Panel Discussion –

Diane Sturgeon, Deputy District Director US SBA (Moderator)

                                                            Sarah Guerette, CEI Women’s Business Center Director

                                                            Christine Beacham, Merrill Lynch Financial Advisor

                                                            Susan Desgrosseilliers, Former Owner of Fixtures Maine

9:45 – 10:30AM                              Q & A Discussion/Networking

Although this event is free of charge, please register by clicking HERE
Event Link

Coffee and light refreshments will be served


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