Contact:

Cindy Slykhuis 
First State Bank & Trust Company 
cslykhuis@firststatebankandtrust.com 
402-721-2500 

When

Thursday June 25, 2015 from 11:30 AM to 1:00 PM CDT

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Where

First State Bank & Trust Company Education Room 
1005 East 23rd Street
Fremont, NE 68025
 

 
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Succession Planning for the Family Business 

Join Tim Militti, Vice President of First State Financial Services to learn a five step process to creating a succession plan for your family business. The seminar is not designed for anyone who currently has a succession plan in place, rather for those family businesses that are in need of ideas and gathering information for the purpose of creating a succession plan. 

Topics will include:
  • Establishment of goals, 
  • decision making process, 
  • plan establishment, 
  • business/estate plan creation, 
  • and transition plan.
Reservations are due by June 23rd.  Lunch is free of charge.

 

First State Financial Services

Securities offered through Securities America, Inc., member FINRA/SIPC, and Advisory Services offered through Securities America Advisors, Inc., Tim Militti, Representative. First State Bank &Trust, First State Financial Services and Securities America are separate entities.

NOTFDICINSURED  * NOBANKGUARANTEES  *  MAYLOSEVALUE