You’re invited to join BankFive’s Commercial Lending Group for an informative breakfast.*

Learn critical information about the process of succession planning for small businesses.

• Transferring Ownership
• Tax Planning Strategies
• Funding Perpetuation with Insurance
• Complying with Legal Issues

*BankFive's Succession Planning Seminar is intended as general guidance only and may or may not apply to a particular situation based on the circumstances.

Seminar Speakers:

   M. Helena Amaral, CPA

   Kane & Kane, Inc.

   John J. Coughlin, Atty.

   Principal

   Law Firm of Bogle, DeAscentis & Coughlin, P.C.

   William H. Lapointe, MBA, CPCU

   Owner

   Lapointe Insurance