Contact:
Cindy Slykhuis
First State Bank & Trust Company
cslykhuis@firststatebankandtrust.com
402-721-2500
Where
First State Bank & Trust Company Education Room 1005 East 23rd Street
Fremont, NE 68025 Driving Directions
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