Family Business Succession Retreat
  
This three-day retreat provides a unique opportunity for you to spend time away from the business learning about succession and estate planning. All family members should attend.

Cost:  No charge

January 15-17, 2019
The Davenport Grand Hotel
333 West Spokane Falls Blvd
Spokane, WA

Strengthen Relationships
The succession process can strain family relationships. Learn effective ways ro communicate and address conflict to ensure relationships remain strong by balancing individual, family and business perspectives.

Financial and Legal Considerations
Understand the financial requirements and potential pitfalls surrounding succession, including retirement funding, business cash flow and family growth. Learn legal considerations and best practices for succession and estate plans, with options for funding and structuring buy-sell agreements.

Tax Planning and Entity Structure
Identify common mistakes and learn estate tax planning strategies to minimize taxes without surprise bills or unintended consequences.

Hotel
For your convenience, Northwest FCS has reserved a block of rooms at The Davenport Grand Hotel in Spokane, Wash. The room block is available through December 27 (mention Northwest FCS). To book a room through this block, use this link: Northwest FCS Contracted Room Block.

The Davenport Grand Hotel
333 West Spokane Falls Blvd
Spokane, WA 99201
800.918.9344


Contact the Business Management Center

866.552.9193 | bmc@northwestfcs.com


Agenda
Tuesday, January 15
1 p.m. Welcome and Introductions
Surviving Family Business Estate Planning 101
5:30 p.m. Reception and Dinner
Wednesday, January 16
7 a.m. Breakfast
8 a.m. Taking Action in Succession Planning
Personal Succession Readiness
Business Succession Readiness
12:30 p.m. Lunch
1:30 p.m. Asset Transition Planning
Generational Continuity
6 p.m. Conclusion & Dinner On Your Own
Thursday, January 17
7 a.m. Breakfast
8 a.m. Realities of Transition
Estate Planning : Lessons for Transition
Takeaways and Goals
11:30 a.m. Conclusion

Dress is business casual (jeans are fine).


Featured Experts
  
Donald J. Jonovic, Ph.D., Family Business Management Services
Dr. Don Jonovic has over 40 years of experience working with family businesses in transition. He brings real-world insights and lessons to straightforward discussions on how families can preserve relationships and strengthen business results.

Richard P. Thornton, CPA, PFS, Moss Adams LLP
Rich Thornton has over 30 years of experience as a partner at Moss Adams LLP and as an IRS agent. Rich shares deep knowledge of business strategy, entity structures, tax planning and asset transfer.