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Death and Taxes: Do You Have Your Succession Plan?

It sounds ominous, but it's a stark reality for small business owners. While you are consumed with the day-to-day activities for survival of your business, legacy planning can hardly seem to be a priority.

Ed Mofrad of Mofrad Financial Solutions will lead our next Small Business Owners Roundtable where we will get intimate and face the hard questions that will help you build your succession plan. Topics to be discussed include wills, trusts, tax implications and tips on how to build your exit strategy.

Ed Mofrad

Owner
Mofrad Financial Solutions

Wednesday, April 11

7:30 - 9 a.m.
L.A. Area Chamber
350 S. Bixel St.

Los Angeles, CA 90017

WHAT IS THE PURPOSE OF SMALL BUSINESS OWNERS ROUNDTABLE?
Our mission is to facilitate meaningful peer-to-peer discussion that drives BIG results for small business owners.

We promise you:

A "no-sell" zone
To start and finish on time
To stay on point

We ask you to:

Be present and engaged
Be open to new ideas
Offer constructive contributions

CHAIR
Andrea Damian, Swag Promo

WHO CAN PARTICIPATE?
You must be a Chamber member and the owner of a small business.

HOW MUCH DOES IT COST?
This is a membership value opportunity, so there's no cost to participate.

QUESTIONS ABOUT GROWING YOUR BUSINESS?
Your peers have answers.

For more information, contact Catalina Aldridge, 213.580.7590.

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Death and Taxes: Do You Have Your Succession Plan?

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