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Secure Your Legacy, Protect Your Business — and Plan with Confidence.
Join us for an exclusive workshop presented by Comerica’s Strategic Wealth and Business Advisory Team, designed to help business owners align their financial, family, and succession goals with expert guidance.
💡 What You’ll Gain:
• Expert insights on coordinating your personal, financial, family, tax, and legal planning for lasting success
• A deeper understanding of key estate, tax, and financial strategies to support business transitions
• Guidance on the essential estate and succession planning documents every business owner should have
• Real-world advice from a panel of experienced professionals who help clients navigate complex planning decisions
✨ Don’t leave your future — or your business — to chance.
Register today and take the first step toward a seamless, well-structured succession plan.
Learn more about our panel:
Diana Suhr
Chad Nesbit
Wednesday Oct 29, 2025
9:00 AM - 12:00 PM EDT
No Cost; Space is limited