When
Tuesday, September 18, 2018 from 6:00 PM to 8:00 PM EDT
Add to Calendar
Check-in starts at 5:30 PM
Presenter: Jeffrey 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 provides financial planning, investment management, 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. He also holds the Certified Financial Planner® designation.
Presenter: Stephen Napier
Stephen Napier is an attorney at Ivey, Barnum & O’Mara in Greenwich, CT. He 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 County111 East Avenue Norwalk, CT 06851
203-831-0065
score.fairfieldcounty@gmail.com
Business Succession Planning
A free SCORE Small Business Workshop co-sponsored by Darien Library and First County Bank
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
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.