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Succession Planning for Co-op Members
Join us for a Webinar on June 26

Space is limited.
Reserve your Webinar seat now at:

What will happen to your business when its leadership is ready to retire? During NCBA CLUSA’s June 26 webinar, presenter Gary Pittsford, CFP, president and CEO of Castle Wealth Advisors, will discuss key factors you need to consider in planning for the future of your coop, including:
• Issues affecting family members
• Transition options
• Retirement income security
• Tax impacts and options
• Business and estate plans

Get the answers to your burning questions about the succession planning process and begin to assemble an advisory team who can help you make smart decisions for your organization.
Title: Succession Planning for Co-op Members
Date: Thursday, June 26, 2014
Time: 1:00 PM - 2:00 PM EDT
After registering you will receive a confirmation email containing information about joining the Webinar.
System Requirements
PC-based attendees
Required: Windows® 8, 7, Vista, XP or 2003 Server
Mac®-based attendees
Required: Mac OS® X 10.6 or newer
Mobile attendees
Required: iPhone®, iPad®, Android™ phone or Android tablet




Future NCBA CLUSA Webinar Topics

Promoting Cooperation with Financial Cooperatives 
Learn how financial cooperatives are engaging in cross-sector collaboration by doing business with other cooperative sectors.

Cooperative education in colleges and universities
While the cooperative business model is distinct from other business models, our current options for pursuing relevant cooperative management education is limited. Join this webinar to learn about the existing programs, along with work being done to improve management education for the cooperative sector.

Cooperative Governance
Webinar will explore key issues in cooperative governance, and how cooperative governance is different than governance of other organizational models.


NCBA CLUSA’s webinars continue to be a popular source of information on issues impacting the cooperative community. Whether it is marketing and branding your co-op, understanding the legal and governmental framework of cooperatives or learning how co-ops are using technology to be innovative, NCBA CLUSA’s webinars provide useful and timely information to leverage opportunities for growing and improving your cooperative.

Webinar Archive

Miss a webinar? Visit NCBA CLUSA's archive to view presentations on-demand

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