Family Business Matters

Elevating Your Affinity Group Experience

Joins us as we dive into the dynamic world of Affinity Groups at our special event co-hosted by the UToledo Family Business Center and Sylvia van Meerten and Jack Schott from ForumWithin [https://www.forumwithin.com/]. We're spotlighting the game-changing potential of our Affinity Groups to forge strong connections and boost efficiency.

The State of Family Business

Join the UToledo Family Business Center and Family Enterprise USA for a webinar on the results of the FEUSA 2023 Annual Family Business Survey. FEUSA's Pat Soldano and John Gugliada discuss the current Washington, DC landscape and provide a legislative update on tax policy issues impacting successful families, family offices, and family businesses in the 118th Congress. The webinar also addresses voter attitudes influencing legislation and the newly formed Congressional Family Business Caucus.  Family Enterprise USA is the organization that represents all family businesses on a national level in DC; it is not unique to any industry. Family Enterprise USA‘s purpose is to promote family businesses, generationally owned businesses, and multigenerational businesses, and their job growth in America. They also support the work of Family Business Centers across the country.

Demystifying Marketing: The Role of AI and ChaGPT in Business

Join the UToledo Family Business Center and Communica, Inc for a webinar on Demystifying Marketing: The Role of AI and ChatGPT in Business. In this informative session, you'll gain valuable insights into the seismic shifts taking place in the world of AI, ChatGPT, and related technologies, and how they're transforming the way businesses approach marketing their products and services. Led by John Edwards, EVP and Partner at Communica, Inc, this webinar provides you with practical and actionable advice on how to start leveraging these cutting-edge tools to more effectively and efficiently engage with your prospects and customers.

Navigating the Shifting Tides of Estate Planning

As the saying goes, "change is the only constant in life." This is particularly true in estate planning, which undergoes continuous evolution. Join the UToledo Family Business Center and Center Sponsor Shumaker for a presentation by partner Dave Rectenwald and team members Nic Linares and Jack Kelly, who will discuss several current, pending, and potential changes to estate and succession planning. The presentation will discusses the recent changes in federal pension distributions and how they could affect existing revocable trusts; the recent changes to Ohio law, including those relating to post-nuptial agreements; the 2026 sunset to the 2018 Tax Act that is prompting a flood of large taxable gifts of closely-held interests and other assets and a summary of President Biden’s tax plan that could dramatically impact all gifting and succession planning.

Protecting Your Personal and Business Risk in Unpredictable Times

Join the UToledo Family Business Center and Center Sponsor Fifth Third Private Bank for a panel discussion with their national specialists on topics and examples from across the country on ways to think about and ultimately protect your personal and business risk in unpredictable times.  Key takeaways from the presentation include: - Understanding why a good planning foundation can protect and empower your loved ones. - Benefits of creating and evaluating an infrastructure to protect and transfer assets. - Insights on coordinated advice to ensure your impact is fluid and financially efficient. - Discussion on potentially difficult life situations that can be mitigated via risk protection annual reviews.