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Succession Planning for Businesses

  • UFCU Plaza 8303 North Mopac Expressway Austin, TX, 78759 United States (map)

Small businesses are the backbone of the economy with over 34 million in the United States. However, almost half of entrepreneurs expecting to retire in the next five years do not have a successor for their business.
Join us on Wednesday, June 25th, for an important conversation about business legacy and succession planning, where we will explore options for a successful retirement. 

Panelists:

  • Gaby Smith, VP JP Morgan Chase Private Bank

  • Taylor Knickel, Executive Director at Texas Center for Employee Ownership

  • JC Duque, SVP, Wealth Advisor & Trust Officer, Broadway Bank

  • Juan Carlos Barcena, CEO Barcena Financial Group

  • Selicia Sanchez, CEO & Founder, ThinkGroup, moderator

Thank you to our Small Biz U Sponsors:

  • Austin Energy

  • Broadway Bank

  • Dell Technologies

  • HEB

  • JP Morgan Chase

  • Wells Fargo

Click here to register!

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Charla entre Padres
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June 26

State Application Federal Resume Workshop