Thursday, September 14, 2017 from 7:30 AM to 9:30 AM EDT
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Fall River Country Club 
4232 N Main Street
Fall River, MA 02720

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

7:30am Buffet Breakfast
8:00am Speaker Insights 
9:30am Networking Opportunity


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.


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



   William H. Lapointe, MBA, CPCU


   Lapointe Insurance