Androscoggin Trust & Wealth Management, Brann & Isaacson and Robustelli, Soucy and Hussey, P.A., invite business owners to attend:
Are you a business owner 5 years away from evolving your role in the business? Join us for a breakfast seminar to learn the tax, legal, and financial steps for a successful business transition. Presented by accountants, lawyers, and a financial planner, this event will help you understand:
• How to optimize the value of your business
• How to structure the sale - or succession - of your business
• How much money you may need after leaving your business and/or in retirement
Who Should Attend? This seminar will be of interest to owners or executives of a business who are 5 years or less away from transitioning to the next chapter of their life or their business.
Speakers: Thomas Robustelli, CPA and Gary Soucy, CPA of Robustelli, Soucy, Hussey, P.A., Martha Greene, JD, Partner and Estate Planning attorney and Benjamin Lund, JD, Partner and Business attorney with Brann & Isaacson, and Barry Kohler, JD, CFP, CLU, Sr. VP/Director of Androscoggin Bank’s Trust & Wealth Management Group.
Save Your Seat! Here’s How to Register: There is no cost to attend but pre-registration is required! Continental breakfast provided. RSVP by Nov. 1st, 2013 at:
http://tinyurl.com/successionplanningseminar or contact Stacey Knight at 207-777-6651 or sknight@androscogginbank.com.
Investment products offered by Androscoggin Bank Trust and Wealth Management are NOT BANK DEPOSITS, ARE NOT FDIC INSURED; AND ARE NOT OBLIGATIONS OF, OR GUARANTEED BY, ANDROSCOGGIN BANK AND INVOLVE INVESTMENT RISKS THAT MAY RESULT IN THE POSSIBLE LOSS OF PRINCIPAL.