You put your blood, sweat and tears into your business. But what happens when it is time to move on? What is your vision for selling your business?  What if you want to transfer ownership within your family?

Regardless of your situation, succession planning requires: a plan, communication, and consideration of financial, legal and tax implications, as well as assembling a team of professionals to help you through the process.

During this session, Kathleen Bramlett, Travis Rose, and Jeanne Foss will present information about the process of selling your business and Transferring Property Across Generations.

They will start with the most important piece—having a clear vision—and demonstrate how putting a plan into place can make this important event carry less risk, keep emotions in check, and maximize the benefit to both buyer and seller.

Even if selling your business isn’t in your immediate future, we welcome you to listen in, think about the future, and think about how planning ahead can help your vision become a reality!

*The presenters of this session are representatives of Thrivent, however this is an educational event and no products will be sold.*


Meet Your Facilitators: Kathleen Bramlett, Travis Rose, and Jeanne Foss

With a combined 41 years with Thrivent Financial we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given.  We focus on people’s  goals and priorities, helping them navigate financial choices to feel more secure today and tomorrow.

Cathy has an office Dodgeville, WI.  She is married with 2 adult children. She enjoys the outdoors with her husband and 2 dogs.

Travis’s main office is in Antigo, WI.   He is married, has 5 children and enjoys time with his family and doing mission work in Nepal.

Jeanne has an office in La Crosse, WI.  She is married and has 3 dogs.  She enjoys spending time in Northern Wisconsin and volunteering at the homeless shelter.

 

  • April 6, 2021
    10:00 am - 11:00 am
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