SMACC Think Tank
SMACC Think Tank
Building a Family Empire – One Generation at a Time
Join Michael J. McCulloch CRPS® of Wells Fargo Advisors, as he shares his unique perspective on financial planning family business owners and family members. Having worked his way up from the warehouse to leadership in his family’s business, Michael has first-hand understanding of the importance of financial planning and business succession.
This session provides members of family-owned businesses with strategies and insights to consider in operating an effective and profitable business. We will explore a range of topics family-owned businesses must address as they pursue better long-term results:
-Current economic trends
-Family Business Challenges
-Financial Planning
-Succession Planning/Exit Strategies
Date and Time
Thursday Nov 7, 2013
8:00 AM - 9:30 AM EST
Location
Club Olmsted - Masonic Homes Kentucky
(Enter through the Bistro at the Olmsted)
3701 Frankfort Avenue
(MHKY’s campus is located at 3701 Frankfort Avenue (at Bauer Avenue). From Frankfort Avenue, cross the RR tracks and turn RIGHT at the first stop sign on Masonic Home Drive. Follow the road around to the second stop sign (at Johnson Hall Drive) and turn LEFT. Club Olmsted is on the right and enter down the stairs by the large lightbox sign for The Bistro. We will post signs inside to direct guests to The Club Room.)
Fees/Admission
$15.00 per member
$20.00 non-member
