Blog Archives - Conway Center for Family Business

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Community Events of Interest!

Thinking of Buying? Selling? KeyBank – a trusted Conway Center Service Provider – is hosting a program for family/business owners on September 10th. RSVP to elizabeth_triano-benkoil@keybank.com by September 3rd. Got Interns? Want Interns? Everyone knows the value of internships, but does your organization run a strong intern program that maintains a pipeline of highly qualified …

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Financial Freedom: Building Wealth to Live the Life You Love

Article Provided Courtesy of Michael Beers, Financial Advisor, Senior Vice President, Morgan Stanley What does financial freedom mean to you? For some, it is synonymous with financial security. But, for others, the definition of financial freedom goes beyond money to include living with purpose, cultivating a healthy mind and spirit or being able to pursue …

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Your Responsibilities as a Retirement Plan Sponsor

A recent study revealed that more than six in 10 U.S. households reported that they had employer-sponsored retirement plans – that is, they had assets in Defined Contribution (DC) plan accounts, were receiving or expecting to receive benefits from Defined Benefit (DB) plans, or both.*It’s no wonder there are strict laws governing retirement savings plans. …

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7 in 10 Advisors Say Navigating Interfamily Dynamics is the Hardest Part of Estate Planning

Seven In Ten Advisors Say Navigating Interfamily Dynamics Is The Hardest Part Of Estate Planning For HNW Families Key Private Bank’s Advisor Poll found that having no plan in place is the leading estate planning mistake Key Private Bank, the wealth management arm of KeyCorp (NYSE: KEY), released the results of its latest advisor poll, …

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Tax Season

Some reminders and tips on how to help protect yourself from identity theft this tax season from Conway Center Service Provider Gryphon Financial Partners. Do not respond to emails or phone calls from individuals or companies pretending to be the IRS especially if they exhibit threatening tones. The IRS does not call or email. They …

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Member News & Events – February 2019

Sales Connection Breakfast Series -March 1, 2019 Mike Schoedinger, President of Schoedinger Funeral & Cremation Service, will discuss the sales process in an industry that nobody wants to think about but everybody eventually needs. Being the leading deathcare provider in Columbus and the Central Ohio region requires them to offer more than just the “standard” …

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Want to Keep More of Your Investment Returns? Consider These Moves

Taxes can shrink your realized returns from your investment portfolio, and yet, most investors don’t have a strategy in place for tax-efficient investing. Comprehensive tax reform passed late last year means many taxpayers are now in a lower tax bracket and will see higher take-home pay. Still, because of the tax law’s cap on state …

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