Panel discussion with leading financial industry insiders on retirement and transition strategies for business owners. Insights, key tips on building retirement assets, creating a succession plan, preparing a business for sale, and defining long-term personal and financial goals.
WHO: Panelists: Steve Hartnett: Director, American Academy of Estate Planning Attorneys; Elly Valas: CEO, Valas Consulting Group; Carol Ventura: Retirement Services Manager, H.D. Vest Financial Services; Richard Watson: Business Succession Planning Specialist, Wells Fargo; Moderator: Rich Sloan, Co-Founder, StartUpNation.com
WHEN/WHERE: Wednesday, November 12, 2008; 11 a.m. PT/12 p.m. MT/ 1 p.m. CST/ 2 p.m. ET; Free Registration: www.wellsfargo.com/biz/webcast; Approximately 45 minutes
WHY: Recent Wells Fargo/Gallup Small Business Index: nearly half of all small business owners are concerned they will not have enough money to retire. Majority (62 percent) believe their businesses will continue when they stop working. Almost half (45 percent) believe their businesses will be continued by family members. The webcast will provide business owners with informative, relevant and timely advice on implementing and managing sound retirement and transition strategies.
Launched in 2007, the award-winning Small Business Webcast Series is one of Wells Fargo’s many resources to help small business owners succeed financially. Prior webcasts -- “Protecting Your Business,” “Technology and Your Business,” “Health Care Options for Your Business” and “Sound Credit Practices for Your Business” -- are available for viewing at www.wellsfargo.com/biz/webcast.
MEDIA CONTACT: Kathryn Ellis; Wells Fargo Small Business Communications; (415) 222-4682; firstname.lastname@example.org