Thu, Oct 14

|

Zoom

Beginning with the End in Mind: Why Your Succession Plan Starts Now

Registration is Closed
See other events
Beginning with the End in Mind: Why Your Succession Plan Starts Now

Time & Location

Oct 14, 2021, 12:00 PM

Zoom

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.