OHI invites campground owners and operators to an exclusive online webinar, “Campfire Sessions: Stop Leaving Money on the Table – The Complete Wealth Plan for Campground Owners,” presented by Morgan Stanley. This webinar is designed to help family-owned campground operators understand and grow their financial legacy.
This campfire session will be held tomorrow, Oct. 15, at 12 p.m. CST. Register here.
Owning and operating a family campground combines business operations with what is often the family’s largest financial asset. Yet, studies show that 93% of business owners only receive financial advice on their liquid investments, leaving potential gaps and missed opportunities in their financial planning, according to an OHI press release.
This session will teach participants how to align personal, business, and financial goals, grow and protect business value, and create a roadmap for financial security whether transitioning to family, employees, or a third-party buyer, OHI said.
As part of their OHI membership, campground owners can access the first two steps of Morgan Stanley’s five-step wealth management process completely free. Normally valued at $10,000, this exclusive benefit helps members gain clarity on their full financial picture and take meaningful steps toward protecting and growing their business and personal wealth, according to the press release.
What attendees will learn:
- Understand the full picture of your financial world, beyond just investments.
- Learn tax minimization, debt optimization, and asset protection strategies unique to outdoor hospitality business.
- Discover how to grow and maximize your campground’s value for a future sale or family transition.
- See how to coordinate your CPA, attorney and financial planner to achieve optimal results.
- Understand the five-step wealth management process and how OHI members can access the first two steps for free.
Register today and for more information on the Morgan Stanely OHI member discount, visit ohi.org/access-member-discounts.
