How to talk with your parents about mortality, estate planning, and what the heck they intend to do with the family business

Overview

Don't Make Me Hate You: No seriously, we really need to talk about what happens after you die -- A CRASH COURSE FOR CHILDREN OF BOOMERS

Your parents are getting older and YOU KNOW that if something were to happen to them, you would be up a creek without a paddle. How do you broach topics like:

• Where's your will located?

• Do you have a Power of Attorney? Who is it?

• Do you have an estate planner?

• What will I need to factor in with regard to long-term care costs? Am I going to need to provide for you or do you have insurance?

• Have you considered the tax implications of passing on any assets, like your house? What is your plan?

• Do you have any health care directives? What are they?

• What are your preferences if you end up having a stroke or a health scare -- do you intend to move in with me? Move into a facility? Something else?

Join leading generational family dynamics coach, Savannah Suttle, and estate planning attorney,Dan Goodman, and marriage and family therapist, Dea Dean, as we discuss how to approach your folks about life after they’re gone.

Stop Spinning Your Wheels! Leading Younger Generations in the Workplace

Are you tired of feeling stuck and not knowing how to effectively lead younger generations at work? Join us for this online event where we will provide you with practical tips and strategies to bridge the generation gap and create a more cohesive and productive team. Learn how to communicate, motivate, and collaborate with younger employees to drive success in your organization. Don't miss out on this opportunity to ask questions from the experts, learn how to bridge the generation gaps and create a work environment where everyone can thrive.

REGISTER HERE

Featuring: Aaron Goldstein, JD, of Dorsey & Whitney LLP, Savannah Suttle, Founder of SCHEMA, and Aaron Schmookler, Founder of The Yes Works covering topics such as:

• Have you ever had an employee who says they aren't being mentored but they are never in the workplace?

• Have you found yourself short on patience when an employee tells you they aren't fulfilled in their current role?

• Tired of arguing about Remote vs Hybrid vs In-person?

• Can't we ever get anyone to pitch in and do anything around here?

• Can't understand what to do about differing senses of ownership, risk, obligation, belonging, and relationship culture in the workplace?

Bring your own questions and case studies!!

Date: Fri Nov 01 2024

Time: 09:00:00 GMT-0700 (Pacific Daylight Time)

Need to start thinking about succession planning for your business but don’t know where to start? Or maybe you’re int he middle of succession planning and finding it more complicated than you thought it would be? What if family is involved? What if you’re potentially inheriting a business but would like more clarity on what to expect?

Join us at the Rainier Club on September 11th at 5:30pm as we hear from Savannah Suttle, Koby Wilbanks, Alan Andersen and John Fluke about where to start in the strategic planning process.