Learning from Locals – NEW! in 2024 — Extended learning opportunities with local experts on business enhancement topics.  Over the lunch hour – Guests encouraged to bring their own lunch.

Q3 – Succession Planning with the Decorah Bank and Trust Team

This session, led by the Decorah Bank and Trust Advisor team, will focus on succession planning for businesses.  It’s never too early to have a plan.  Spend the lunch hour getting a better understanding of the concepts that are important to developing your unique succession plan and the resources that are available to you right here.
The session will include:

• An overview of the process / key steps in Succession Planning
• Types of Businesses and Impacts of Structure when Transitioning
• Tax Implications and Strategies
• Family Dynamics
• Funding Options / Strategies

This Q3 Learning from Locals session is sponsored by Harman Realty.

RSVPs are encouraged by not required.  This session is limited to 30 individuals.  Please email Jessica or Amanda or call 563-382-3990.