Date: September 02, 2009
Time: 1PM - 2:30PM
Cost: Free for VFBI members and guests
Location: Northfield Savings Bank, Williston, VT
Description:
How many of us have put our plans on paper, done the estate planning, worked on the transition plan, presented ideas for how to successfully move the company and the family through generational transition, yet, somehow, still feel stuck?
So what are we missing?
Learn from successful case examples the techniques that have worked for families making transitions in both leadership and ownership of wealth.
Please join us for this conversation with David Lansky and Mark Green.
Generational transfers — whether liquid assets or an operating company or combinations of the two, benefit substantially from being able to see the world through the other persons eyes. And that vision is severely impacted by one's generational status. We will be telling stories and examples of how families have gotten "unstuck" when they really saw these generational differences. Generational Qualities influence your values, work habits, styles of communication, and views of family wealth. Please join us as we look at the personal and social characteristics that distinguish the various generations and discuss how best to incorporate these differences in successful wealth transfer planning.
Non-credit workshops and courses only
Employees working in the industries of: manufacturing, healthcare, informational technology, telecommunications, and environmental engineering may be eligible for up to a 50% discount on courses. This grant is offered through a partnership with the Vermont Training Program and the Department of Economic Development. For more details call 888-222-3413 or 802-656-4033.
Notice to Trainees
WHY WE NEED YOUR SOCIAL SECURITY NUMBER
Act 192 of the 2008 Vermont Legislature requires employers and other training providers receiving support from the state to provide the social security number of each individual participating in the training to the department of state government supporting the training. The social security number will be used to gather wage information from the Department of Labor's files after you complete training, in order to evaluate the training program.
The Departments of Labor and Economic Development must provide information on the employment outcomes of training programs to the Legislature. Your information will be combined with information of other trainees to ensure your privacy and the privacy of your employer. The law requires the departments to keep your information confidential.
