This financial literacy series is presented by Principal Financial.
For the first part of the series – they will bring in their Advanced Solutions Director, Lance Hennesay. Hennesay expertise in Business Valuations came in handy in 1996 when he sold his family’s propane business to National Propane, a publicly traded corporation. As part of the sales process, he implemented several estate planning, charitable planning and tax planning strategies to help minimize both income & estate taxes.
Prior to joining Principal, he had his own law practice, specializing in estate planning and business law. The majority of his clients were business owners looking for advice on daily business operations and strategic estate planning.
At this event, Hennesay will take our members through his experience in defining valuations to businesses & developing equity strategies.