As a business owner, you’ve devoted your career to building your company. Now is the time to plan for what comes next: spending more time with your family and pursuing new challenges. But, how do you prepare for a transition that is among the most complex events of your life? Creating and growing a successful […]
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Joel Guth, of Service Provider member Gryphon Financial Partners, shares some insight and advice for business owners nearing retirement. Here’s an excerpt: “A business exit is a significant transition period that gives owners an opportunity to reflect on their own purpose. The exit itself is a time to celebrate successes while also strategically planning out
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Taxes can shrink your realized returns from your investment portfolio, and yet, most investors don’t have a strategy in place for tax-efficient investing. Comprehensive tax reform passed late last year means many taxpayers are now in a lower tax bracket and will see higher take-home pay. Still, because of the tax law’s cap on state
Want to Keep More of Your Investment Returns? Consider These Moves Read More »
Join us on November 14 to celebrate these outstanding family businesses! Community Engagement Happy Chicken Farms Family Business of the Year Kimball Midwest Lifetime Achievement Dr. John Swartz, Lakeshore Cryotronics Milestone Awards 1 millionth ticket – Easy IT 15 years – Environmental Pest Management 25 years in Central Ohio – Hylant 25 years – Integrated
And the winner is…. Read More »
Morgan Stanley’s Investor Pulse poll highlights that while most investors hold an optimistic outlook-worries about their financial futures remain. Courtesy of: Michael L. Beers, CIMA(R), CRPS(R) Senior Vice President Family Wealth Advisor Corporate Retirement Director Morgan Stanley Easton Phone Number: 614.269.3401 Web Address: fa.morganstanley.com/fortis From record-breaking stock market returns to falling unemployment, the U.S. has
Study Links Good Financial Habits to Achieving Happiness Read More »
What to Look For in Your 401(k) Service Provider Courtesy of: Michael L. Beers, CIMA(R), CRPS(R) Senior Vice President Family Wealth Advisor Corporate Retirement Director Morgan Stanley Easton Phone Number: 614.269.3401 Web Address: fa.morganstanley.com/fortis 401(k) salary deferral plans are among the most popular retirement plans today. Nearly every financial services company brokerage – firms, banks,
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By Jennifer Griffith, Ohio Regional President of First Merchants Bank and a Conway Center Service Provider member. Mary Manager is an extremely liked manager of a small team. She tends to find opportunity in everyday situations and is known for her kindness. Her manager feels lucky to have such a well-balanced team leader working by
Emotional Intelligence Read More »
Policies you can adopt today to minimize your risk By Conway Center member Total Technology Solutions We generally think of Data Breach as something that happen at large corporations – Target, Equifax, Anthem. But if you are like many small or mid-sized businesses, you also have a lot of data on hand. You process customer’s
Could a Data Breach Cripple your Business? Read More »
Succession Planning: Not Just for Retirement from Driscoll Learning — Succession has commonly been thought of as for the purpose of retirement. While true, it is also a way that you can open your company up for a new opportunity. Every business should have a succession plan in order to carry on into the future.
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Find out about upcoming member and service provider events and what else is happening in the community of interest to family businesses! Hilliard Women in Business Luncheon Wednesday, November 15, 2017 11:30 a.m. – 1:00 p.m. The Reception House at Raymond Memorial Golf Club 3860 Trabue Road, Columbus 43228 Cameron Mitchell said, “The answer is
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