The Latest

The Latest

Joe Marion Presents Seminar for Rhode Island Marine Trades Association

Joe Marion will be presenting a seminar for the Rhode Island Marine Trades Association titled, “Succession Planning: Key Strategies for Business Survival,” on Wednesday December 6th, from 8-10 am, at Newport Yacht Club.

Every business needs a plan, but not just for day-to-day operations and long-term goals. Businesses also need to plan for unexpected events and eventualities–such as a business partner’s untimely death, or the time when a family business passes to its founder’s children or key employees.

Joe will talk about these untimely events and eventualities.  His presentation will cover:

  • The federal and state income- and estate-tax system, and changes proposed under the Trump Administration.
  • Estate-planning documents that should be put into place for every business owner and their family members.
  • Strategies for succession planning, including case studies and how life insurance can be utilized.

Tickets are $25 for RIMTA Members and their guests. Industry Colleagues are welcome at $35 per ticket. All tickets include breakfast and parking at the Newport Yacht Club.  For more information and to register please click here.

Posted In:
Back to Top