march, 2022

03mar8:00 am9:30 amSuccession Planning: Raw Stories of Business Inheritance and SalesThis is a financial series for small businesses. This is session one out of four sessions.


Event Details


Adult children are inheriting the family business. Many established business owners want to pass on the business to their children like previous generations did. Today it takes more than a signed handwritten note or simply stepping out and having someone change the owner’s name. There are necessary steps to take to help establish a solid retirement for the original owner and set the new owner up for success.

Listen as second-generation business owner Anne Marie Labenberg gives her real-life story of how the inheritance/sale of the family business affected her life. The session is sure to be beautiful, relatable, and impactful.

Certified Financial Planner™ Sydney Cale, leads this first of a four-part series providing financial guidance to answer these questions (and more).

What You’ll Learn:

  • What happens to your business if something happens to you?
  • How often should you review your estate documents?
  • What provisions should business owners include in those documents?
  • What are your options for buying/selling a business?
  • When should vital shareholders be brought on for growth and legacy planning?
  • When is the best time for a business owner to think through these details? (It’s never too early!)

Where: The Northeast Indiana Innovation Center

When: March 3, 2022 8:00am-9:30am

Trainer: Sydney Cale, CFP®, MBA of SYM Financial Advisors


(Thursday) 8:00 am - 9:30 am




the NIIC and Northeast Indiana Innovation Center | 3201 Stellhorn Road | Fort Wayne, IN 46815


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