Succession Planning Roundtable: The Right Ways to Manage and Handle "Fun" Assets
Join us as we discuss best practices and the various ways to transfer/manage assets, including: Succession of family cottages and vacation homes; valuable personal property such as jewelry, art, collectibles, and furniture; Cars/boats; Memberships; Keys; Digital Assets; Pets (including horses), and more! Michael Schoedinger from Schoedinger Funeral & Cremation Services will share with us some of the complexities associated with cemetery plots and the steps that should be taken to avert possible disputes or quarrels between family members or the cemetery. Do you think your kids are allowed to be buried in your family plot? Maybe not ... Finally, the importance of health documents, including POA and health directives will be addressed.
Conway Strong Peer Group
The Conway Strong CEO Peer Group is for Presidents and CEOs of family-owned businesses. The group is by invitation only and there is an additional annual fee to attend.
