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8.23.12 How to Create Lasting Impact for Your Co-op

Webinar on Family Business Succession & Retirement Planning

Help Your Co-op Legacy Live On!

You’ve worked hard to run your business the right way — by investing the time, effort and money to not only succeed, but also support the cooperative way of life. You may have already prepared a will covering your personal assets — but what will happen to the co-op business you nurtured all those years?

In this webinar, Gary Pittsford, CFP®, president and CEO of Castle Wealth Advisors, will provide insights into the simple steps you can take today to ensure that your commitment to the co-op cause will live on. With over 40 years of experience helping business owners in the co-op community, Gary will share proven tips and strategies for protecting the legacy you’ve worked so hard to build. Participants will:

  • Learn valuation techniques for family businesses
  • Get proven techniques for protecting family’s net worth
  • Gain insights into succession planning (for your children and others)
  • Hear expert advice on reducing income taxes and generating retirement income

Who Should Participate?

  • Business owners belonging to co-ops
  • Members of co-ops ages 50 to 70

TWITTER FEED

Wed Jun 28 19:51:13 +0000 2017

What does it take to scale up community-led development? Movement for Community-led Development... https://t.co/Ftj3YYfPK6
Tue Jun 27 11:40:12 +0000 2017

Congrats to @natlcoopbank's Chuck Snyder for the Ester Peterson Consumer Service Award! https://t.co/n0kmWl6Zvh https://t.co/dPj5LGp702
Mon Jun 26 15:15:03 +0000 2017

Congrats to Chuck Snyder and National Cooperative Bank!... https://t.co/gq6WjyrspJ

NEWSLETTER

CONTACT US

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202.638.6222

1775 Eye Street NW
8th Floor
Washington, DC 20006