The Inside Edge: Business Succession Planning

The Inside Edge: Business Succession Planning

Event date: September 8

3:00pm - 4:30pm

Colorado Mountain College - Edwards Campus
150 Miller Ranch Rd
Edwards, CO 81632

What is a business succession plan and why is it important to have one if you’re an individual owner; and/or if your company has multiple owners?

Please join us when Jodi Fleisher, CFP® Alternative Investments Director and Financial Advisor with Morgan Stanley will explain

  • What is a business succession plan;
  • The importance of having a plan, including the financial protection it provides to your business and your family;
  • How to create a plan and the components to address.

Jodi will also talk about valuing your business to properly protect all owners – including the importance of having Buy/Sell Insurance and/or Key Man Insurance.  She will also touch-on the importance of Estate Planning for business owners.

A Denver based tax and estate planning attorney will be joining Jodi. He will be able to speak to the legal side of business succession planning as well as estate planning.

Complimentary for VVP members and $10 for non-members

RSVPs are required – please RSVP below.

About Jodi Fleisher

Jodi graduated from the Terry College of Business – the University of Georgia, where she earned a Bachelor of Business Administration with a degree in Marketing and a concentration in Strategic Management. Having grown-up with the exposure to the business of sport, and around the early years of professional sports organizations, she realized her passion for the desire to help preserve and grow an individual’s wealth. Her background is in sports marketing and management, specifically having worked as a project manager for the COO of the 1996 Olympic Summer Games. She currently holds her Series 7 and 66 licenses, Life & Health and Annuities Insurance licenses, and she is NMLS (Nationwide Mortgage Licensing System) registered. A native of Atlanta, GA., Jodi now lives in Denver with her Alaskan Malamute- Dolci Amore and enjoys all the outdoor adventures Colorado has to offer.

About Morgan Stanley

For over 85-years, Morgan Stanley has served as a global leader in financial services, advising its clients on helping create, trade, manage, and distribute capital – and they do so with a standard of excellence. Since the company’s founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. The firm’s commitment to building, preserving and managing the wealth of its clients has formed the foundation of everything they do. Their standard of excellence has always been driven by its core values: do the right thing – act with integrity; put client’s first; lead with exceptional ideas; commit to diversity and inclusion; and, give back – serve our communities generously with our expertise, time, and money. Morgan Stanley Wealth Management is one of the largest, most established wealth management firms in the industry with over $6.5 Trillion in client assets (combined with Investment Management)*. The firm’s Institutional Securities Group and Investment Management businesses expand its Wealth Management capabilities, delivering investment banking, capital markets and institutional investing services to corporations, organizations and governments around the world – all of which gives the firm the size and scale to help preserve and grow your wealth, while helping to address both your personal and business goals and objectives.



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