Effective Strategies for Personal and Business Planning

As the business landscape evolves, with important discussions on estate planning, succession strategies, and changing tax policies, making informed decisions has never been more crucial. Join us for our in-person event, Effective Strategies for Personal and Business Planning.

Attendees will gain valuable knowledge to apply to their businesses, so they are well-prepared for future transitions, tax implications, and challenges in estate planning. Attendees will also learn how to navigate the succession planning process and develop a toolkit of takeaways to bring back to their business, including: Insights on increasing estate tax exemptions before December 2025 A discussion on the options available to owners to exit the business with a focus on an employee stock ownership plan (ESOP) as a viable strategy for succession and tax efficiency Strategies to mitigate risks and benefit from opportunities during organizational transitions

This event is cohosted by JPMorgan Chase and in partnership with SOREDI.