Business Roundtable - Legal Documents to Protect Your Business in a Crisis

Led by Ed Gjertsen II, CFP, Mack Investment Management Inc.

Illness, disability or an untimely death are significant concerns for most business owners.  Successful business transitions are built upon paper foundations such as a will, powers of attorney, and trusts.  Ed Gjertsen II will facilitate a discussion of how these documents, along with buy-sell agreements and other contingency plans, help you and your family prepare for the unexpected and avoid devastating financial hardship.  Bring your questions for this engaging brown-bag lunch roundtable.  A Certified Financial Planner ™ professional with over 25 years of experience, Ed works closely with his clients’ tax advisors, estate planning attorneys, and other professionals to coordinate and strengthen their personal and business financial lives.

Guests must register in advance.