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Secure Your Business’s Future: Attend These Two Sessions

Whether you are a current business owner or in line to succeed the owner, time is not on your side when planning a business transition strategy. Failing to plan for business succession is planning to fail, leaving everything you’ve worked for at risk and your loved ones in turmoil.

These two don’t-miss Conclave sessions will provide the facts you need in order to plan for a successful transition.

Abe Sherman

Monday, April 15 / 4:00 p.m.–5:00 p.m.

Successful Successions: Who-What-When-How & How Much
Moderator: Abe Sherman, Buyers Intelligence Group
Panelists: Amanda Coleman-Phelps, CGA, Jewelry By Designs of Woodbridge, LLC; Larry Rickert, Jim Kryshak Jewelers; Maria Brown, RJ, Exclusively Diamonds

Listen, learn, and collaborate with jewelry professionals just like you who went through the good, the bad, and the ugly of family succession planning. It’s not too late! Whether you’re thinking about going out of business, working for your parents, or know a non-family member who wants to own or run your own company, this panel is for you!

Learn what questions to ask, who to talk to, and how to lean into those hard and important conversations. You will leave this panel with a plan—if that sounds good to you, then don’t miss it!

Patrick Carroll, CFP®, CExP™
Todd Feldman, CFP®, CExP™

Wednesday, April 17 / 3:00 p.m.–4:00 p.m.

The AGS Business Succession Series: Plan. Protect. Preserve. Prosper
Patrick Carroll, CFP®, CExP, and Todd Feldman, CFP®, CExP, Obsidian Planning Solutions

When you run a successful business, there’s a lot at stake—personally and financially whether it’s a family business or not. Your family, employees, customers, and community are all counting on you to position your business to thrive long into the future. The more time you give yourself to plan the transition of your business, the better the odds of success. We will describe this AGS sponsored educational series to give you the insight, tools, and access to advisors you’ll need to plan for your successful business transition.