Our advisory team greatly appreciates our clients and their ongoing relationship with Oconee State Financial Services.   We work with small business owners in North Georgia who may be interested in learning how to:

• Value their Business Enterprise
• Evaluate Factors that may be involved when considering a change to their business ownership
• ‘What is My Succession Plan?’ … ‘Do I have a Succession Plan?’

In keeping with our dedication to add value as wealth advisors and proactively serve our community, Oconee State Financial Services is scheduled to host an informational breakfast meeting for business owners to discuss these issues. This educational event will take place on Thursday, October 24th @ 8:30am. **See the details below to RSVP.

• Guest Speaker:  Williard ‘Will’ Thompson, J.D., LLM – James, Bates, Brannan, Groover LLP, Partner
• Topic: ‘Successful Succession’ – Questions, Benefits, Techniques, and Pitfalls to Consider
• Host: Oconee State Financial Services
• Location: Oconee State Bank – Corporate office, Wells family Training Room (41 North Main Street, Watkinsville)
• Please RSVP:  Email or Call Melanie Crozier:  770.243.8476   Melanie.crozier@lpl.com)

Thank you for your continued support and relationship with Oconee State Financial Services.

We look forward to seeing you for breakfast on October 24^th