Managing for Today and Tomorrow Northern New York 2016 Session One: 3/16 Plattsburg 3/17 Canton

Managing for Today and Tomorrow

Northern New York 2016

Session One: 3/16 Plattsburg 3/17 Canton

10:00 AM Introductions - Ice Breaker

10:30 AM Into to transition Planning

11:00 AM Intro to financial statements

12:00 PM Lunch

12:45 PM Estate Planning Concepts & Tools

1:30 PM Communication Barriers

2:15 PM Wrap Up and Homework

Session Two: 3/23 Plattsburg 3/24 Canton

10:00 AM Feedback on financials

10:15 AM Analyzing Financial Statements

11:15 AM Retirement Planning What does your Someday Look like

12:00 PM Lunch

12:45 PM Improving Communication

1:30 PM Goal Setting

2:15 PM Wrap-up & homework

Session Three: 3/30 Plattsburg 4/7 Canton

10:00 AM Feedback - questions

10:15 AM Succession Planning - Analyzing Your Situation

11:00 AM Estate Planning Methods of Asset Transfer

12:00 PM Lunch

12:45 Transfer of Assets & Estate Tools

1:45 Business Planning - Vision

14:15 Warp Up & Homework

Session Four: 4/6 Plattsburg 4/17 Canton

10:00 AM Feedback on vision - tools you are already using

10:30 AM Insurance Basics

11:30 AM Retirement Planning Strategies for reaching goals

12:00 PM Lunch

1:00 PM Succession Planning Your Transition Action Plan

2:00 PM Open forum Discussion

2:15 PM Evaluation