Circle of Learning: Succession Planning

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Date/Time
Date(s) - Apr 19, 2016
5:30 pm - 7:30 pm

Location
Varnum LLP

Categories


Register at www.nawbogdc.org $25
Succession planning is an important component for all businesses, particularly small businesses. Smart
business owners know at some point in the future there may come a time when they need to pass the
reigns of the company to someone else, whether it’s a family member or trusted employee. Meet and
discuss your concerns with industry experts.
Each participant will learn:
 Why and when it is necessary.
 Key components of a plan.
 What you need to think about legally.
 What you need to think about financially

Presenters:
Thomas H. Bergh, Varnum LLP
Tom has over 30 years of experience in helping clients efficiently and effectively define
their estate planning goals and to arrange their affairs accordingly. His expertise
includes facilitating the direction of a client-centered and directed strategy and then
drafting clear and understandable legal documents to implement it, thereby protecting
client wealth, closely-held businesses, and families from taxes, post-mortem chaos and
expense, and unnecessary complexity.

Gina Goree Hitchens, MBA, GHG Financial Planning, Inc.
Since 1982 Gina has developed a special passion for inspiring her clients to plan and
develop strategies that helps them to achieve their long-term financial goals. As a
planner, Gina is committed to helping people understand different retirement strategies
designed to help people learn how to NOT OUTLIVE their income during retirement.
Gina is frequently requested to conduct workshops and presentations, as well as serve
as panelist for groups targeted to women.

Michele Robinson, Northwestern Mutual
Since 2013, Michele Robinson has been a financial representative with Northwestern
Mutual. Prior to this she owned several businesses, which gives her a unique insight in
helping business owners plan their personal future. Michele Robinson obtained her
undergraduate degree from the University of Windsor in Business, Finance and
accounting. She also obtained a Bachelor of Law from the University of Windsor and
Juris Doctor from the University of Detroit.

This program is sponsored by Varnum LLP and NAWBO GDC. Tickets to this program are nonrefundable.

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