Free “Business Succession Planning” Workshop at Norwalk Library

SCORE Fairfield County will present a FREE Workshop “Business Succession Planning” on Thursday, September 21 from 6 to 8 p.m. at the Norwalk Library on Belden Avenue.

Register:  http://conta.cc/2uQ6TeI

This workshop will explore the unexpected consequences of not making a plan and the common mistakes made by those business owners that do have a plan. We will help you navigate the challenges associated succession planning including: common types of buy-sell agreements, business valuation methods, insurance options, and tax minimization.



Jeffrey Costa, an AVP in First County Banks’s Wealth Management Division, is responsible for providing financial planning, investment management and trust services. He has taught financial education programs to Fortune 500 company employees.

Stephen Napier, an attorney at Ivey, Barnum & O’Mara in Greenwich, specializes in areas of tax and estate planning, trust and estate administration and business succession planning.

SCORE offers FREE Business Counseling: bit.ly/SCOREMentor

Questions/Comments: This email address is being protected from spambots. You need JavaScript enabled to view it. or call 203-831-0065 or visit our website https://fairfieldcounty.score.org


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