Citizens Bank Workshop – New Hartford

Event Details

Business Owners Did You Know?


  • Traditional Estate Planning is ineffective for Business Owners?
  • Your business is at risk to your long term care costs and lawsuits?
  • A majority of businesses fail to survive the transition from one generation to the next?


Join Citizens Bank Business Banking for a crucial Business Before Hours Presentation How To Protect Your Business in 3 Easy Steps


BusinessContinuationIn this 90 minute workshop David J. Zumpano, CPA, Esq. will show you:
• The unknown risks to you and your business right now
• Why traditional planning fails most business owners
• How to protect your business from unanticipated personal liabilities
• How to minimize the risks of failure on the transition of your business

Business owners spend so much time building their business but fail to plain for its unnecessary destruction in a single moment!

Don’t be the one that says “no one told me that” when it’s too late to fix it.


Thursday, September 15th
Legacy Education Center
555 French Rd., New Hartford

& breakfast at 7am
Program: 7:30am – 9:00am



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