Bringing Your Children into the Business 5/16 HR

BRINGING YOUR CHILDREN INTO THE BUSINESS • LUNCH & LEARN
Thursday, May 16, 2024  |  11:30AM – 1:30PM
This lunch and learn addresses how to search for, develop, and transition the business to a family member (or other successor). As business owners, we know there is a delicate balance of maintaining family harmony while integrating children into the family enterprise and monetizing your hard work. Business owners get one chance relationally and financially, so don’t miss this opportunity.

Topics covered:
• The family business quandary
• Allowing children (or your successor) to enter the family business and paths to increased responsibility
• Preserving retirement income security for the senior generation
• “Fair” versus “equitable” for non-active family members
• IRS tax incentives and various transfer mechanisms for the business
• The psychological process for the senior generation to transition control
• Estate and valuation perils
• Family dialogue and course assignment

SPEAKERS
Donald S. Hannahs, CFP®, Oceanside Financial Strategies
Parker Hannahs, Oceanside Financial Strategies

LOCATION **PLEASE NOTE OUR NEW ADDRESS**
ABC-VA Hampton Roads Training Facility
530 Independence Parkway, Suite 500, Chesapeake, VA 23320
**Student parking and entrance is in the back of the building.**

COST
Members $30
Non-members $60

SUBSTITUTION/CANCELLATION POLICY
Substitutions are welcome at any time if the originally registered individual(s) can no longer attend. Please note: a reservation constitutes a financial commitment unless cancellations are made 48 hours in advance.

Questions?
Contact Jamie Carrow

Donald and Parker Hannahs are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Oceanside Financial Strategies is not an affiliate of Lincoln Financial Advisors Corp. Hampton Roads and ABC Virginia are separate entities and not affiliated with Oceanside Financial Services or Lincoln Financial Advisors. CRN-6505949-032624