Managing for Today and Tomorrow – Session by Session!

Session 1! Session 2! Session 3! Session 4! Session 5!

Introduction!Transition Planning!

Business Planning!Financial Statements!

Introduction!Goal Setting!

Estate Planning!Concepts and Tools!

Succession Planning!Improving

Communication!

Succession Planning!Communication Barriers!

Business Planning!Review of Financial

Statements and Ratios !

Estate Planning!Methods of !

Asset Transfer!

Business Planning!Vision for !

the Business!

Retirement Planning!Strategies for Reaching

Retirement Goals!

Succession Planning!Your Transition!

Action Plan!

Business Planning!Insurance!

Retirement Planning!What Does Your

Someday Look Like?!

Estate Planning!Transfer of Assets and

Estate Tools!

Succession Planning!Analyze Your Situation!