Succession + Estate Planning for Small Business Owners
Q+A Session
June 5, 2025
If something happened to you tomorrow, what plans are in place to support your business, family, and employees?
Join Field Law's Malkit Atwal and Amie Heil, as well as Darren Buma and David Wickenberg from KWB Chartered Professional Accountants, for a virtual panel discussion and Q+A to help you create a succession plan that ensures the outcomes you desire for your legacy – both financially and otherwise.
Discover the key elements of succession and estate plans and the considerations to have in mind when creating yours, and learn about the common mistakes people make that you should avoid to protect your business and family.
Who should attend? This session is for business owners and entrepreneurs who are thinking ahead about retirement, succession, and long-term planning. If you're looking to protect the value of your business, provide for your family, and ensure a smooth transition when the time comes, this session will help you plan with clarity and confidence.
Date: Thursday, June 5
Time: 12:00 PM - 1:00 PM MT
Cost: Complimentary
Questions? Contact Kate at krieger@fieldlaw.com.