Bringing Your Children into the Business [Virtual] 10/28 HR
BRINGING YOUR CHILDREN INTO THE BUSINESS • VIRTUAL
Tuesday, October 28, 2025 | 10:00AM – 11:30AM
This virtual webinar addresses how to search for, develop, and transition the business to a family member (or other successor). As business owners, we know there is a delicate balance of maintaining family harmony while integrating children into the family enterprise and monetizing your hard work. Business owners get one chance relationally and financially, so don’t miss this opportunity. Presentation is 10-11am followed by 30-minute Q&A.
Topics covered:
• The family business quandary – keeping business and family conflicts separate
• Allowing children (or your successor) to enter the family business and paths to increased responsibility
• Preserving retirement income security for the senior generation
• “Fair” versus “equitable” for non-active family members
• IRS tax incentives and various transfer mechanisms for the business
• The psychological process for the senior generation to gradually transition control
• Estate and business valuation cons
• Family harmony strategies
SPEAKERS
Donald S. Hannahs, CFP®, Oceanside Financial Strategies
Parker Hannahs, Oceanside Financial Strategies
LOCATION
Virtual
A Zoom link will be sent to attendees within 24 hours of webinar
COST
Members $30
Non-members $60
SUBSTITUTION/CANCELLATION POLICY
Substitutions are welcome at any time if the originally registered individual(s) can no longer attend. Please note: a reservation constitutes a financial commitment unless cancellations are made 48 hours in advance.
Questions?
Contact Jamie Carrow
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. and its representatives do not provide legal or tax advice. You should consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.