Family Business Webinars

A Family Business Resource

60-minute, topic-oriented, educational forums highlighting experts and family businesses

Upcoming Webinars

Taking Inventory of Your Financial Picture, Are You Diversified Beyond Your Business?

Thursday, June 11 at 10:00 CST

Agatha Johnson - Generations to Generations LLC

Most private business owners say they’ve invested nearly everything into the success of their business: savings and income, time, and of course, blood, sweat and tears. What happens when it’s time to consider leaving the business?  How do business owners make sure they have a well thought out and prepared wealth transfer, business transfer, family legacy and family talent plan in place? 

Agatha will talk through six areas of consideration that family business owners should be thinking about, especially in the midst of the current economic environment.

Submit questions in advance for Agatha to answer by sending them to:

Postponed Until Further Notice

A Living Business Transition: They Didn’t Think They Could Afford It!

Presented by: Steffes Corporation and Schwan Financial Group
Eight years ago, the Steffes Family began working on transitioning ownership of Steffes Corporation to the third generation. They were concerned about how to cash flow it, minimize tax, and prepare the next generation. It sounded too complex. As they worked with Schwan Financial Group (SFG), they learned this was possible through a Dynasty Trust. SFG’s process started with WHY TO PLAN instead of HOW and provided the clarity needed to take action. This webinar will feature lessons learned as fellow family business SFG guided the Steffes Family through planning that allowed continued management of the business without restrictions.  

Two Ways to Learn

Following CDC guidance, we will only be issuing personal sites for upcoming webinars and will eliminate the host site lunch meetings until further notice.

  • Personal Site

    Order a personal site and view with your family or team from your office

  • Host Site

    Temporarily suspended until further notice.

Webinar Highlight

Are you caught in the 'Busy Work' Quadrant? Watch a highlight from a previous webinar where we learned about the Quadrant of Deception and where top companies spend their time.