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 […]
Helpful Links for Family Businesses During COVID-19 Read More »
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
2020 Family Business Forecast Read More »
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
Community Events of Interest! Read More »
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
Financial Freedom: Building Wealth to Live the Life You Love Read More »
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.
Your Responsibilities as a Retirement Plan Sponsor Read More »
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,
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
The Ohio Bankers League (OBL) recently hosted bankers from across Ohio to convene on topics that affect our industry. The tireless efforts of the OBL are incredible and we couldn’t move forward as an industry without its support. The experts at the OBL build an engaging agenda that addressed the regulatory requirements affecting our industry,
Employee Retention Strategies Read More »
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 »
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
How to Prepare to Exit Your Business Read More »
