The Seven Deadly $ins of Succession Planning
In this presentation I will explain the succession planning process. I will help attendees understand what succession planning is and what it is not.
Understand that there is no “magic” bullet or “one size fits all” plan. Succession planning is a puzzle where several pieces fit together. I will help you navigate through all these pieces and help you see the big picture.
No charge, no honorarium, no mileage costs. This guest speaker is free to groups in Milwaukee!
Joe Maier
O'Neil, Cannon, Hollman, DeJong & Laing S.C.
Financial SpeakerJoe assists business owners and families in succession planning and estate planning. He also assists businesses, their owners, and investors...
View Speaker ProfileMore Free Presentations by Joe Maier
Estate Planning: Having a Plan
Estate Planning means different things to different people. Understanding the components of a good plan–will help you build a great plan. Let me help you build a great...
Free Speakers Milwaukee is a pro bono speakers bureau. Since 2016, our speakers have given free presentations to Rotary clubs, libraries, schools, and community groups across the Milwaukee area. Learn more about how it works.