Sponsored by:
Small Business Succession Workshop
Join us on November 04
One of the important decisions a business owner must face is when and how to step out of the business — in other words, business succession planning. Do you expect to retire from your business? Do you have a plan in place? What would happen to your business if you were to die today? Do you have children you hope to bring into the business?

Please join us for this informative workshop on Small Business Succession.  Come hear our presenters discuss the many aspects of the transition from business owner to retiree.  We will discuss the timing and emotions of your exit plan and how to structure your income for retirement.
Location
Community Foundation of South Alabama
212 St Joseph Street, Mobile, Alabama 36602
Date & Time
November 4, 2021
Doors open at 4:00 PM
Content begins at 4:30 PM
Networking at 5:30 PM
Presenters
Cam Marston
Host of
what's working wth
cam martson
Cam will be discussing getting yourself mentally ready for your transition out of the workplace.
Rick Miller
CPA/MBA and Certified Exit Planner, Principal,
Pro356 Consulting
Rick will discuss the Five Critical Elements every business owner should include in their plan to exit their business.
Jamey Sandifer, CFP ®
President and Portfolio Manager, Sandifer Wealth Management
Jamey and Marc will discuss how to organize and structure your sources of income throughout retirement.
Marc Salyers, CFP ®
Partner and Portfolio Manager, sandifer weatlh management
Location
Community Foundation of South Alabama
212 St Joseph Street, Mobile, Alabama 36602
 Join us on November 4th
We look forward to hosting you!

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