"Stop Fighting on the Way to the Funeral Home"
with Family Business Consultant, Jolene Brown
WHO SHOULD ATTEND?
Small businesses, business partners, and families exploring succession planning options will benefit from Jolene's workshop.
All parties involved in your succession planning are encouraged to attend.
Event Details
Monday, February 20, 2023
8:30am - 2:45pm (Social to Follow)
Mayo Clinic Health System Event Center
1 Civic Center Plaza, Mankato, MN 56001
$25 Per Attendee
Limited seating so reserve your seats today!
Listen in as Jolene introduces herself and share details about the workshop.
EVENT TIMELINE:
8:30 - 9:00 am: Registration
9:00 - 9:15 am: Welcome and Purpose
9:15 - 11:30 am: Family business workshop presentation - Jolene Brown
11:30 - 12:30 pm: Lunch
12:30 - 1:45 pm: Key Advisors Panel
1:45-2:00 pm: Break
2:00 - 2:30 pm: Keepers and Celebration - Jolene Brown
2:30-2:45 pm: Closing Remarks/Wrap Up
3:00 - 4:00pm: Social Hour
KEY ADVISORS PANEL:
Ron Kopischke, Chief Sales Officer, Profinium Inc.Kristin Gunsolus, Attorney, Jones Law Office
Jim Heilman, Principal, CliftonLarsonAllen
Jon Althoff, Community Financial Institutions Director,
Cetera Investment Services**
Profinium Insurance Agency and Investment products are not a deposit, not FDIC Insured, not insured by any federal government agency, not guaranteed by the bank,
and may go down in value. Use of QR code may be subject to data charges. Jolene Brown is not employed by Profinium.
**Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Cetera is not affiliated with the financial institution
where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not
insured by any federal government agency.
and may go down in value. Use of QR code may be subject to data charges. Jolene Brown is not employed by Profinium.
**Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Cetera is not affiliated with the financial institution
where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not
insured by any federal government agency.
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