The next meeting of the East Side Business and Financial Forum will be Thursday, May 17, 2007 at 7:30 a.m., at the Grosse Pointe Yacht Club. Forum meetings are held on the third Thursday of the month. MARK YOUR CALENDAR!
Frequently we hear about a particular business or tax planning technique, but its effective use is not clear to us because we hear about it in a vacuum, and not in the context of real people with real goals and objectives.
The problem is frequently encountered when planning for the successful business is discussed. How do business and estate planning techniques intertwine? How can family and business goals be realized? What can we as professionals offer when we work collectively, how does the protocol look and how does a good business and estate plan design bring the expertise of various disciplines to the table?
Please join us for a case study involving the establishment of a business and estate planning strategy for the small business owner. We will look in detail at the business and life circumstances of a high net worth small business, review "traditional" planning already in place, and discuss how we as a team can set ourselves apart in the marketplace with strategies to enhance both the wealth and the vision of the successful entrepreneur. We look forward to visiting again with you on Thursday, May 17th as we explore:
"PLANNING FOR THE SUCCESSFUL ENTREPRENEUR: A CASE STUDY IN TURNING RELUCTANCE INTO SECURITY AND WELL BEING"