Broker Check
10 June
Estate Planning, Business Succession, and Retirement Mistakes


Join Flight Financial Group and Devine Millimet, Attorneys at Law, for an Informative Breakfast Covering Three Vital Topics

Dennis J Tsakiris* and Catherine R Paige will address 5 Retirement Mistakes Business Owners Make

Have you created a retirement Road Map?

Do you have an exit strategy?

Do you have separate retirement assets?     

Do you sufficient insurance coverage?

Do you need to hire outside support?

Attorney Katherine Battles will address Preparing to Sell Your Business.

Are your company documents up-to-date, complete and in compliance with current laws?

Have you conducted a UCC lien search?

Is your business protected by having employee’s sign restrictive covenant and confidentiality agreements?

Are you familiar with a buyer due diligence process?

Is your company properly positioned for a transition or sale?

Attorney Theofilos Vougias will address Estate Planning Hygiene

What is the importance of Estate Planning?

What is the importance of a business owner’s estate plan?

Should you retitle business interests?

Do you need a non-business component to your estate plan?

Date and Time

Thu, Jun 10, 2021

7:30a - 9:00a EST


The One Hundred Club

100 Market Street
Portsmouth , NH 03801
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