Description

Thinking about stepping away from your business someday? Whether retirement is right around the corner or still years away, it’s never too early to start planning. Join us for a practical and informative Lunch & Learn featuring experts Erin Thrash and Will Mitchell, who will walk you through key strategies for setting up your business for a smooth and successful transition.

We’ll cover:

• Choosing the right business structure
• Understanding your financials (balance sheet, P&L)
• Retirement plan options: 401k, SEP IRA, and more
• Insurance essentials for business continuity
• Exit strategies: selling to partners, family, or third parties
• Real-life case studies of what happens when there’s no plan in place

Bring your questions — and your appetite — for this must-attend session designed to help business owners retire with confidence and peace of mind.

Speakers: 

Erin Thrash with Thrash, Carroll & Sanchez Law Group

Erin Thrash BIO:Erin M. Thrash is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and the Managing Partner of the Thrash, Carroll & Sanchez Law Group. Erin has been licensed to practice law since 1982 in both Texas and Louisiana. She has focused her law practice in estate planning and asset protection where she can assist clients with difficult issues or family situations with unique, custom “solution planning” using wills, trusts, business entities and charitable gifts, trusts, foundations or a combination of these entities.

Erin has been a teacher and frequent lecturer in these areas. Besides the state and district courts in which she appears, in 2007 she was admitted to practice before the Supreme Court of the United States. She's been a Five Star Wealth Manager by Texas Monthly Magazine, and is also active in other volunteer service organizations. She is a member of the Louisiana State Bar Association, the State Bar of Texas, Austin Bar Association, Texas Bar College, Marble Falls Chamber of Commerce, Highland Lakes Bar Association, Lake Travis Chamber of Commerce, the Estate Planning Council of Central Texas, the Estate and Probate sections of the respective Bar Associations and she is active in a variety of community activities.

In her spare time she travels, rides her horses, plays with her grandchildren and reads.

She earned her B.S. and J.D. at Louisiana State University. Geaux Tigers!

Will Mitchell with Mitchell & Associates Wealth Management

Will Mitchell BIO: As a community focused financial services firm, Mitchell & Associates works hard to help individuals and families move toward addressing their specific financial goals, which helps make it a better community for all of us.

Will Mitchell entered the financial services industry in 1997 with Prudential Securities. In 2006, Will started Mitchell & Associates Investment Consultants to concentrate on the client and not the firm. Will takes his clients through a seven step process to ensure there is no stone left unturned. Covering topics such as estate planning, risk management, tax planning, cash management, charitable giving, other value add services and most importantly wealth management. Will serves as each families Chief Financial Officer.

Will and Laura have been married since 2002 and enjoy living in Horseshoe Bay with their dogs, Cashew and Lucy. Will enjoys playing golf, going to the movies, football, and hanging out with friends.