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Cafecito con BMO-Unpack generational wealth and succession planning for Hispanic-Latino business owners

  • August 06, 2025
  • 10:00 AM - 11:00 AM
  • Zoom link provided upon registration

Registration



Join BMO Premier Services, and BMO Zero Barriers to Business Team, for a conversation over Cafecito y Mas. Together, they’ll unpack the critical intersection of generational wealth and succession planning for Hispanic-Latino business owners—offering practical insights and lived experiences in a relaxed, culturally relevant setting.

Topics for discussion:

1) What is Zero Barriers to Business?

2) Business Plan

3) Business Advisors and the importance of a "Coach in Your Corner"

4) Business Life Cycles + Succession Planning = Steps to Generational Wealth

If you have questions in advance of this webinar, you can book a meeting with an advisor:


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This California Consumer Privacy Policy (“Policy”) applies to California residents. This Policy explains how BMO (“BMO,” “we,” “us,” “our”) collects, uses, retains, and/or discloses personal information about California residents, and as such includes our Notice at Collection. This Policy also explains how California residents may exercise certain rights they have under the California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, the “CCPA”). For non-California residents, please refer to our Privacy Code and our Digital Privacy Policy for additional information about BMO’s privacy practices. If you are a California resident who is a BMO employee, please refer to the California Employee Privacy Disclosure provided to you and available on the BMO intranet.

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