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Small Business Owner Exit Planning Round Tables Series


Adult Enrichment -
Winter & Spring 2025

Come join Foresight Capital Management Advisors, Inc. and Certified Exit Planning Advisor (CEPA), Laurie S. Stegenga CPA, PFS, CFP®, AIF®, CEPA for an enriching series which covers how to successfully set up a succession plan and exit your business for maximum value upon retirement. This series will be offered in 3 segments via GoToMeeting. We highly encourage all small business owners to join this round table series to learn how to maximize the value of your business at the time of exit, minimize taxes, and ensure that you are able to accomplish all of your personal and financial goals in the process. Class ID: 1047. Instructor: Laurie Stegenga

 January 2025 
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 February 2025 
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 March 2025 
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1047-W25A

  Laurie Stegenga


Virtual
Wednesday, Jan 15
5:00 - 6:00 PM

Su
M
Tu
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Th
F
Sa

Ages   35 yr. - 75 yr.

$ 20.00
Fee
1047-W25B

  Laurie Stegenga


Virtual
Thursday, Feb 20
5:30 - 6:30 PM

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M
Tu
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Th
F
Sa

Ages   35 yr. - 75 yr.

$ 20.00
Fee
1047-W25C

  Laurie Stegenga


Virtual
Tuesday, Mar 18
6:00 - 7:00 PM

Su
M
Tu
W
Th
F
Sa

Ages   35 yr. - 75 yr.

$ 20.00
Fee