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SUMMARY:Passing the Torch: Aligning Ownership\, Legacy\, and Transition Strategies
DESCRIPTION:In partnership with the CWRU Weatherhead Center for Family Business Glenmede Private Wealth invites you to Passing the Torch: Aligning Ownership\, Legacy\, and Transition Strategies \nThursday\, November 13th\n8:00 a.m. – 11:00 a.m. \nMichael Angelo’s Winery\n5515 Broadview Road in Richfield \nGather with Glenmede and the Center an insightful discussion answering the for Family Business for an insightful discussion answering these critical questions \n\nHow to transition ownership over time without immediately giving up control?\nHow can families align personal values and goals with their business’s long-term vision?\nHow do current tax and legislative trends influence succession planning and transfer of ownership strategies?\nWhat are effective strategies for equitably distributing wealth among family members when only some are active in the business?\n\nSpeakers\nMark Parthemer\, JD\, AEP\, ACTEC Fellow\nChief Wealth Strategist\, Glenmede \nMary-Noelle Rasi\nWealth Planner\, Managing Director\, Glenmede \nJennifer Marriott\nChief Executive Officer\, Redmond Waltz Electric \nAkron NTMA members and their families are invited to attend for FREE. Please email Laura Bonnet at lxb485@case.edu.\nDownload the Flyer \nKindly RSVP by Friday\, November 7 to jack.casler@glenmede.com
URL:https://ntmaakron.org/event/passing-the-torch-aligning-ownership-legacy-and-transition-strategies/
LOCATION:Michael Angelo’s Winery\, 5515 Broadview Road\, Richfield\, OH\, United States
CATEGORIES:Education
ATTACH;FMTTYPE=image/jpeg:https://ntmaakron.org/wp-content/uploads/2025/09/glenmede.jpg
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