At a recent Women in Family Business Peer Group at the Conway Center for Family Business, we discussed how important it is for women in family owned businesses to know how to read financial statements. There is no way for a woman to take over leadership if she shies away from the financial side of […]
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Our family business and service provider members are in the news and busy making Central Ohio an even better place to live, work, and play! Member Events First Merchants Bank You are invited to join us for the 8th annual Recycle-O-Rama event happening Friday, April 21. Need to do some spring cleaning? Don’t throw anything
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Creating a trust is an essential component in your estate planning, but boilerplate trusts can often derail or negate the personal goals of your trust. Boilerplate trusts use form language and lack individual thought. They are not personal to you. They are often obtained from the Internet or from software used by many Ohio lawyers
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We touched on wealth transfer at our last monthly meeting and now we’re going to take a closer look. Join Meredith Sugar of Taft/ Law on April 14th as she covers: Real Estate Transfers Insurance needs, including key employee Philanthropy Equity for family members who don’t work in the company Trusts and more… This one-hour,
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Potential Phone and Phishing Scams From Conway Center Service Provider Gryphon Financial Partners As we are in tax season, we thought a good time to remind you to be aware of potential IRS phone and phishing scams. One of our employees recently received a phone call from someone claiming to be from the IRS,
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5 Essential Questions in Life and How They Relate to Family Business by Bea Wolper, Emens & Wolper Law Firm The Women in Family Business Peer Group at the Conway Center for Family Business discussed the ‘5 Essential Questions in Life’ delivered by Dean James Ryan as part of his commencement speech given at the
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3 Reasons Why You Should Participate at Tradeshows Kim Gongwer, ProForma Graphic Impressions 2 There is no better boost for your business than a trip to an industry tradeshow, the ultimate networking playground! Whether you are an attendee or participant, the tradeshow floor can do a great many things for you and your company. These
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Community engagement is a hallmark of many successful family businesses. Family business leaders make giving back to the communities that support them a pillar of their businesses. Indeed, each fall, the Conway Center for Family Business honors and celebrates many family businesses who are exemplary stewards of our Central Ohio community at its annual awards event.
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By Lori Elliott, Retail Market Leader at First Merchants Bank A recent study revealed that more than a million older Americans lose $2.6 billion annually to financial abuse. The abuse comes from strangers, caregivers and even family members. In fact, AARP reports that about sixty percent of Adult Protective Services cases of financial abuse involve
Elder Financial Abuse is on the Rise Read More »
Protect Your Cash Cow by Choosing the Right Entity Structure for Your Family Business by Bea Wolper, Emens & Wolper Law Firm In a recent session of the Women in Family Business Peer Group at the Conway Center for Family Business, we discussed the importance of choosing the right entity structure to protect your family
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