“Exit planning for business owners.”
Speaker: Kathleen Bryan, CTFA, Vice President and Manager, Financial Planning Private Client Services, Bank of Hawaii.
Kathleen Bryan, VP at Bank of Hawaii and a Certified Trust and Financial Advisor will be speaking about Exit Planning for Business Owners. Kathleen’s experiences include managing the Probate Department where she saw firsthand what can happen when business owners die without a transition plan – it can tear a family apart. Her talk will include the components of a comprehensive plan.