Where
This is an online event.
Our Presenter:
Marlene Datillo
Marlene Datillo
. My partner and I have created a firm that focuses on retirement, estate planning, annuities, charitable giving, business insurance, executive compensation, and employee benefits.
I have been proud to be a woman in the financial services industry for the past 30 years. I enjoy working with community members in many different financial circumstances, but my focus and passion lies with closely held business owners.
When I’m not in the office, I relax with my husband, Sam, at our home in Webster, NY. I enjoy hiking, running, traveling, and spending time with our adult children (Joe, Chris, Mandy, and Rebecca).
January 26, 2021 Legacy Planning for Farm Businesses
SCORE and Mass Mutual present this online workshop for businesses entitled "Legacy Planning for Farm Businesses". This workshop helps small farming business owners plan for the future of their business. Topics include Business Evaluation, Choosing the appropriate successor, exit strategies, retirement planning options, and leaving a legacy.