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Conway Center's Jill Hofmans and Mike Schoedinger join Succession Stories Podcast

Conway Center Featured in ‘Succession Stories’ Podcast

Leave a Comment / Blog, Family Dynamic, Financial Planning, Succession Planning / By

Laurie Barkman, host of ‘Succession Stories’ was joined by Jill Hofmans, Executive Director of the Conway Center for Family Business, and Michael Schoedinger, President of Schoedinger Funeral and Cremation Service, a 6th generation company, to talk about succession planning from two key standpoints: leadership and financial succession and innovating as a legacy business. Key Takeaways […]

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Helpful Links for Family Businesses During COVID-19

Leave a Comment / Blog, Human Resources, News / By

The outbreak of novel coronavirus (COVID-19) has touched all aspects of the local economy, especially our family business community, which is adjusting at an unprecedented pace to continue serving clients while also protecting staff. Much is uncertain, and we know you have many questions about how your business will navigate this difficult time. That’s why

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2020 Conway Center for Family Business Forecast

2020 Family Business Forecast

Leave a Comment / Blog, Economic Forecasts, News, Press Releases / By

Central Ohio Family Business Leaders See Bright Economic Climate in Annual Family Business Forecast * An updated Family Business Forecast post can be viewed HERE. The ninth Annual Family Business Forecast, conducted by the Conway Center for Family Business, revealed significant growth in optimism about the economic and business health of the national economy for

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Community Events of Interest!

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Thinking of Buying? Selling? KeyBank – a trusted Conway Center Service Provider – is hosting a program for family/business owners on September 10th. RSVP to elizabeth_triano-benkoil@keybank.com by September 3rd. Got Interns? Want Interns? Everyone knows the value of internships, but does your organization run a strong intern program that maintains a pipeline of highly qualified

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Financial Freedom: Building Wealth to Live the Life You Love

Blog, Financial Planning / By

Article Provided Courtesy of Michael Beers, Financial Advisor, Senior Vice President, Morgan Stanley What does financial freedom mean to you? For some, it is synonymous with financial security. But, for others, the definition of financial freedom goes beyond money to include living with purpose, cultivating a healthy mind and spirit or being able to pursue

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Your Responsibilities as a Retirement Plan Sponsor

Blog, Financial Planning / By

A recent study revealed that more than six in 10 U.S. households reported that they had employer-sponsored retirement plans – that is, they had assets in Defined Contribution (DC) plan accounts, were receiving or expecting to receive benefits from Defined Benefit (DB) plans, or both.*It’s no wonder there are strict laws governing retirement savings plans.

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7 in 10 Advisors Say Navigating Interfamily Dynamics is the Hardest Part of Estate Planning

Blog, Family Dynamic, Financial Planning, Succession Planning, Wealth Transfer / By

Seven In Ten Advisors Say Navigating Interfamily Dynamics Is The Hardest Part Of Estate Planning For HNW Families Key Private Bank’s Advisor Poll found that having no plan in place is the leading estate planning mistake Key Private Bank, the wealth management arm of KeyCorp (NYSE: KEY), released the results of its latest advisor poll,

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Tax Season

Blog, Financial Planning, Taxes / By

Some reminders and tips on how to help protect yourself from identity theft this tax season from Conway Center Service Provider Gryphon Financial Partners. Do not respond to emails or phone calls from individuals or companies pretending to be the IRS especially if they exhibit threatening tones. The IRS does not call or email. They

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Member News & Events – February 2019

Blog, Monthly Message News, News / By

Sales Connection Breakfast Series -March 1, 2019 Mike Schoedinger, President of Schoedinger Funeral & Cremation Service, will discuss the sales process in an industry that nobody wants to think about but everybody eventually needs. Being the leading deathcare provider in Columbus and the Central Ohio region requires them to offer more than just the “standard”

Member News & Events – February 2019 Read More »

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