Do your customers have a plan? 

Please join us for a discussion on the what, whys and how's of succession planning for your business customers.  James Noel and Jonas Hemenway with Gravis Law will share with us what we should know when talking to our customers about succession planning including the risk management products and legal documentation commonly used. 

James is a financial advisor with Northwestern Mutual and has been with the firm since May of 2011. Shortly after starting his career, he joined a Succession team.  Succession specializes in strategies and advice to assist corporations, closely held businesses, and high net worth families achieve financial strength and transfer wealth from one generation to the next.

Jonas is an attorney with Gravis Law, licensed in Washington and Oregon, working primarily out of Spokane, Washington.  He has extensive experience in elder law and estate planning, including wills, trusts, probate and trust estate administration, tax planning, charitable gifts, veteran’s benefits, Medicaid, and guardianships.