Lunch & Learn Webinars

A Family Business Resource

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

Upcoming Webinars

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 suspending 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.