Thu, Oct 14|
Beginning with the End in Mind: Why Your Succession Plan Starts Now
Time & Location
Oct 14, 2021, 12:00 PM
About the Event
An owner’s career, income for personal goals and family, and retirement plan are typically tied to the business. The presentation will focus on the importance of business owners developing a comprehensive strategy to coordinate their exit from the business and personal estate plan. We will discuss the need for planning proactively to optimize the preservation of wealth for the owner and his family.