Event Title: Six Degrees Society Digital Presents: Perpetuate Success with Succession Planning with Attorney Neeli Shah
What’s Happening? There’s an old saying that explains the inherent benefits of succession planning best: If you fail to plan, you plan to fail. When your business is chugging along, and the economy and your financial future look secure, it can be hard to stop long enough to consider what might happen to your company if you suddenly weren’t there or worst, you were incapacitated. After all, if this pandemic has taught us anything, it is that we can’t anticipate when a serious illness, accident, disaster, or a pandemic will strike, but you CAN prepare for what will need to be addressed should one happen. Join us to learn about the many ways succession planning can benefit your business now and help your company plan for its long-term success.
Curated Matches:Before we sit down for our programming, each guest will engage in two curated 15 minute connection, handpicked just for them, based on bios submitted pre-event via this form: https://goo.gl/forms/D8Tvyr3ygwPSwaGF2 or email email@example.com with a copy.
When:Wednesday, July 29th, 2020 9:30-11:30am PST/12:30pm -2:30pm EST
Where:Via Zoom, Link sent morning of
Cost:$25 for single ticketFREE for Six Degrees Society members
About Neeli Shah: From working with the private client services group of the full-service law firm of Smith, Gambrell & Russell, transitioning to the boutique law firm of Abrams, Davis, Mason, Long, LLC, to now opening her own practice, Neeli G. Shah works hard to create a confidential environment where her clients feel comfortable. She believes that for any well-drafted plan to work in real life, it must also work within the family dynamics of each unique family and the family business. Neeli was born in India and moved to Hartselle, Alabama when she was 13 years old. She has personally experienced many of life’s uncertainties and brings that experience into her practice. But above anything, she values family and relationships. Her personal background gives her a unique and compassionate perspective to Estate and Business Succession Planning and Estate Administration and it is this comprehensive view with which she serves all her clients that often turns many of her clients into life long friendships. As a mother of two little boys, she is mindful of the fact that your family is your most valuable asset. She has the big law pedigree with the heart and soul of the small practice. She leads with gratitude and looks to add value. With over 10 years of experience in the Trusts and Estates industry, she has represented many individuals, families, small businesses, and non-profits.
Cancellation Policy: We have a 12 hour cancellation policy for our events. Please cancel directly in the app, otherwise you will not receive a refund. For members, please note that a no-show or cancellation (less than 12 hours before an event) will result in being charged a $12 fee. Remember, last-minute cancellations effect the people you’re matched with – we appreciate your cooperation to ensure everyone has the best experience possible!