Future-Proofing Your Legacy: Succession Planning and Financial Forecasting Strategies - Webinar

 This webinar is a must-attend for NATM trailer manufacturers, service providers, and dealers!

Register Today!

Date and Time:
July 18th, 10:00 AM CST

Host:
Ginger Baker Sanhueza, NATM Education Director

Meet Our Speakers:

Photo Credit: Thomas Mahler	Photo Credit: Pat Roberson
Thomas Mahler is Vice President of Wealth Management at Cinergy Wealth Life and Legacy of Raymond James. He provides many financial services including financial and estate planning services.	Patrick Roberson is Sr. Vice President of Investments at Cinergy Wealth Life and Legacy of Raymond James. He prides himself on offering personalized service and takes care to develop long-lasting relationships with his clients.

The National Association of Trailer Manufacturers (NATM) is excited to present an insightful webinar, "Future-Proofing Your Legacy: Succession Planning and Financial Forecasting Strategies," hosted by Ginger Baker Sanhueza, NATM's Education Director. Scheduled for July 18th at 10:00 AM CST, this webinar is a must-attend for trailer manufacturers, service providers, and dealers within the NATM community.

Our distinguished speakers, Thomas Mahler and Pat Roberson from Cinergy Wealth Life and Legacy of Raymond James, bring extensive experience in financial forecasting and succession planning. Learn from the experts as they dive into the critical aspects of legacy building and succession planning, with a special focus on the 'exiting entrepreneur.'

Key Topics:

• Improving value and efficiency for business owners and decision-makers today

• Insights into potential succession opportunities within the business

• Preparing for involuntary succession scenarios

This webinar aims to empower attendees with knowledge and actionable steps to accelerate the value of your business. In an era where businesses are often prompted to sell to private equity firms or other investors, our objective is to guide participants in navigating such scenarios successfully. Discover how to position your business for profitability and efficiency, ensuring you are well-prepared for any potential succession.

Don't miss this opportunity to gain valuable insights that can shape the future of your business. Register now to secure your spot and take the first step towards a secure and prosperous future.

Register Today!

For questions or inquiries, please contact Ginger Baker Sanhueza at ginger.bakersanhueza@natm.com or call 785-272-4433.