Presented by Insero Advisors, LLC, Genesee Regional Bank, and Lacy Katzen LLP
March 26, 2025
8:00 AM – 8:30 AM: Breakfast and Networking
8:30 AM – 10:30 AM: Seminar
Genesee Valley Club
421 East Avenue
Rochester, NY 14607
Join Insero Advisors, LLC, Genesee Regional Bank, and Lacy Katzen LLP for a seminar on Business Succession Planning. Far too often, business owners don’t have a clear strategy for their company’s future. Whether your goal is selling your business, transferring to a family member, or just walking off into the sunset, planning is key to ensure not only a seamless transition but the best financial result.
Don’t miss this opportunity to equip yourself with knowledge and strategies for business succession planning. Remember, it’s never too early to plan for your business’s future.
Live attendance of this seminar qualifies for 2 continuing professional education (CPE) credits in Accounting. Insero is a registered provider of CPE credits through the State Education Department of New York, Sponsor ID #001757.
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