2014 Estate Planning Update and the Role of Insurance

Co-sponsored by Scott Valley Bank and Bell Investment Advisors

Jim Bell, CFP®
President & Founder
Bell Investment Advisors

Chris Morin
Executive Vice President
Scott Valley Bank

For business owners, succession planning is something that is often put off forever— like cleaning out your garage or completing your revocable trust. It can be a daunting project. In this workshop, we will break down the concerns and distinctions of succession into manageable bites. We will drill into the important differences between management succession and ownership succession. We will also specify the unseen consequences to banking and credit facilities when there is a succession of ownership. There will be much more you will not want to miss.

Scott Valley Bank
590 Ygnacio Valley Rd
Walnut Creek, CA 94596

Reservations for you (and a guest, if you wish) are required.
To RSVP or for more information, contact Jaye Roundtree at 510.433.1066, ext. 100 or  info@bellinvest.com..

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