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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

Thu Jun 22 12:10:12 +0000 2017

Nominate your #CoopHeros for the 2018 Hall of Fame! https://t.co/75ZvA7LwPc https://t.co/WIOrE7dW45
Wed Jun 21 22:25:02 +0000 2017

Trump wants to back away from Cuba, but Cuban co-ops are forming anyway... https://t.co/t3XlUBi0bp
Wed Jun 21 18:41:34 +0000 2017

Early-Bird Registration is now open! Register today: https://t.co/kbTRbGwRY4 https://t.co/YHnFGtfHbX

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CONTACT US

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202.638.6222

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8th Floor
Washington, DC 20006