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Planning For Your Future as a Small Business Owner

Succession and Retirement Planning for the Self-Employed

Whether you’re ready to retire soon, just starting your business, or well on the way to success with your small business this will be a conversation you want to hear!  Succession planning and planning for your retirement when you’re self-employed aren’t things you want to leave until the last minute, and yes, you DO have options!!

Please join the CEI Women’s Business Center, the US Small Business Administration and Merrill Lynch for a panel discussion about planning for the future when you’re self-employed. Our discussion will be kicked off with a key note  from Lynne Somerman, a financial coach who helps entrepreneurs learn to love budgeting and feel less scared about their personal finances.

WHEN:                October 24, 2019

TIME:                   8AM to 10:30AM

WHERE:             US Custom House, 312 Fore St., Portland, ME

WHO:                   Small business owners who want support and guidance in thinking about their financial futures

KEY NOTE:       Lynne Somerman, Financial Coach

Agenda:

8:15 – 8:45AM                  Registration & Networking

8:45 – 9:00AM                  Key Note Address – Lynne Somerman

9:00 – 10:00AM                 Moderated Panel Discussion –

Diane Sturgeon, US Small Business Administration (Moderator)

Sarah Guerette, CEI Women’s Business Center

Christine Beacham, Merrill Lynch

Susan Desgrosseilliers, Former owner of Fixtures Maine

9:45 – 10:30AM                 Q & A Discussion/Networking

 

Although this event is free of charge, please register by clicking HERE.

Coffee and light refreshments will be served.

Due to the COVID-19 Pandemic CEI offices are closed to the public. CEI staff are working remotely and want to hear from you! Please reach out to your CEI contact regarding scheduled meetings and/or any questions/concerns. Click here for a list of COVID-19 Business Resources.
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