Finances for Family Business Peer Group
Date and Time
Tuesday Jan 22, 2019
11:30 AM - 1:30 PM EST
Tuesday, January 22, 2019
11:30 am - 1:30 pm
Lunch will be provided. Please contact Amy if you have any dietary considerations.
Location
Ohio Dominican University
Griffin Student Center - ROOM 258
1215 Sunbury Rd.
Columbus, Ohio 43219
Fees/Admission
Free for Conway Center members.
Contact Information
Amy Dotts
Send Email
Description
Applications in Financial Planning
Financial planning has many applications beyond planning for retirement. Family business owners are intimately aware of the connection between their personal financial health and the success of their business. However, the financial health of their employees and family members (especially those in line for succession) is equally critical.
Jon Cleary and Brian Moore, Financial Advisors with The Fortis Group at Morgan Stanley will be discussing the many different applications of financial planning and how that translates into running more successful companies.
Generously sponsored by The Fortis Group at Morgan Stanley