When

Thursday, November 7, 2019 from 10:00 AM to 11:30 AM EST
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Where

Keiser University 
2101 NW 117th Avenue
Rm 103
Sweetwater, FL 33172
 

 
Driving Directions 

FREE Parking available

Contact

SCORE Miami Dade
 admin@scoremiami.org 
 

Estate Planning for Small Business Owners
Presented by MassMutual and SCORE 

Want your business to continue to thrive after you exit?

Interested in maximizing the amount of small business wealth and assets as much as you can to pass on to your intended beneficiaries some day?  Estate and succession planning take time, so you need to start early.  Make sure you have the right strategy and documents in place for a smooth transition to the next generation of leadership.  Register for SCORE's Estate Planning Workshop, we can help you understand your options and prepare for a successful transition.

During the session, we will discuss:

  • Multiple planning scenarios
  • Planning documents needed to leave a lasting legacy
  • Six secrets of family business success
  • Taking over your family business?  How to transition in peace
SCORE also offers free, personalized and confidential mentoring sessions in conjuction with the workshop.

Presenter:   Mayelin Alvarez

Mayelin is a proactive Financial Services Representative with expertise in business planning. She has almost a decade of operations and management experience.  Participating in the management of her own company, she knows all too well the challenges businesses face. For this reason, she is passionate about educating business owners on how to manage risks and implement strategies that will give a business sustainability, longevity and increase in value.  

As a former business owner, Mayelin joined the consulting industry where she assisted over 600 companies in analyzing deficiencies within their operations.  Today she works with employers in developing strategies to protect their companies and the wealth they generate.  She provides solutions for a fair and equitable distribution of their estate.  Her natural ability to be transparent and build genuine relationships, inspires others to trust her leadership.