Join Cape Cod 5 and guest speaker Chris Ward, Managing Partner at La Tanzi, Spaulding & Landreth, for an information session on the key considerations and strategies that can help you navigate a successful business transition. This recording also includes insights from Cape Cod 5's Commercial Lending and Wealth Management teams on how they can support your succession planning goals.
Faciliator:
Jennifer L. Turner, CTFA, CFP® | Vice President, Senior Financial Advisor, Cape Cod 5
Melanie Sabin | Senior Vice President, Regional Manager, Cape Cod 5
Presenter:
Chris Ward | Managing Partner, La Tanzi, Spaulding & Landreth
