When

Thursday, September 21, 2017 from 6:00 PM to 8:00 PM EDT
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Check-in starts at 5:30pm

Where

Norwalk Public Library 
1 Belden Ave
Norwalk, CT 06850  

 
Driving Directions 

Presenter:  Jeff Costa

Jeffrey Costa is an AVP and Trust Officer at First County Advisors, the Wealth Management Division of First County Bank in Stamford, CT. He is responsible for providing financial planning, investment management services and trust services to clients. He has taught onsite financial education programs to hundreds of employees at various Fortune 500 companies in the tristate area.  Jeffrey earned a B.A. degree in Economics and Political Science from UCONN. 

Presenter:  Stephen Napier

Stephen Napier is an attorney at Ivey, Barnum & O’Mara in Greenwich, CT.  Mr. Napier practices in the areas of tax and estate planning, trust and estate administration and business succession planning.  He received his J.D. from the UCONN School of Law, where he served as an Editor of the CT Law Review, and received his B.A. in Political Science, from UCONN.  Mr. Napier is admitted to practice in CT and is a member of the Greenwich, Fairfield County, Connecticut and American Bar Associations.

Contact

SCORE Fairfield County 
111 East Avenue Norwalk, CT 06851 
203-831-0065 
score.fairfieldcounty@gmail.com 
 

Business Succession Planning 

A free SCORE Small Business Workshop co-sponsored by The Norwalk Public Library


We will explore the unexpected consequences of not making a plan, as well as common mistakes that are made by those business owners that do have a plan. Can your business survive your demise? This workshop will be geared towards helping business owners navigate the challenges associated with business succession and estate planning.

  • Common types of buy-sell agreements 
  • Business valuation methods 
  • Life and disability insurance options for business owners and key employees 
  • Trust planning 
  • Estate tax minimization
Free Business Counseling 
 
To get free one-on-one business counseling or learn about other SCORE free workshops, please visit our website. 
SCORE is a resource partner of the U.S. Small Business Administration and is a 501(c)(3) nonprofit association.