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Simple Steps for Exiting your Business: Part 2 – Retirement Planning

Aug
17
2022
Wed 10:00 AM to 11:00 AM
Online
Topic: Business Basics

Though it may be your largest asset, the business should not be your entire retirement plan. For many business owners, much of their wealth (up to 80% for some*) is tied up in the business. That means many business owner’s retirement plans are contingent on the continued success of the business. Simple Steps for Exiting your Business: Part 2 – Retirement Planning helps business owners think about the lifestyle their businesses will afford them when they are no longer active in the business. Consider: Business: Focus on maximizing its value today Financial: Position yourself to not be reliant on the business in the future Personal: Have a plan for the next stage in your life

Speaker(s): Jonathan Mabb, Financial Services RepresentativeJeremy Cook, Certified Financial Planner


Fee: No Cost

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