2025 GAHCC Small Biz U - Business Legacy and Succession Planning

Small businesses are the backbone of the economy with over 34 million in the United States. However, almost half of entrepreneurs expecting to retire in the next five years do not have a successor for their business.

Join us on Wednesday, June 25th, for an important conversation about business legacy and succession planning, where we will explore options for a successful retirement.

Panelists:

Gaby Smith, VP JP Morgan Chase Private Bank
Taylor Knickel, Executive Director at Texas Center for Employee Ownership
JC Duque, SVP, Wealth Advisor & Trust Officer, Broadway Bank
Juan Carlos Barcena, CEO Barcena Financial Group
Selicia Sanchez, CEO & Founder, ThinkGroup, moderator

Thank you to our Small Biz U Sponsors:

Austin Energy
Broadway Bank
Dell Technologies
HEB
JP Morgan Chase
Wells Fargo

By completing your registration, you confirm receipt and agreement to adhere to the GAHCC Safe Place Plus Code of Conduct. We are proud to announce our organization’s commitment to inclusivity and safety through the adoption of SafeSpace Plus™, an initiative designed to foster an environment free from discrimination, harassment, and misconduct.

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Date and Time

Wednesday Jun 25, 2025
5:30 PM - 7:00 PM CDT

Wednesday, June 25th, 5:30 pm to 7:00 pm Central Time

Location

Thank you to our Small Biz U Sponsors and our friends at UFCU for hosting this Small Biz U!

The session will take place at their UFCU Plaza, at 8303 N Mopac Expy, Ste A105, Austin, TX, 78759

8303 N Mopac Expy, Ste A105 Austin TX 78759

Fees/Admission

Free

Contact Information

Enrique Castro
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