Exiting Your Business & Retirement Planning

Unlock the keys to securing your financial future with our Strategic Wealth Management for Business Owners series. Each session is designed to empower you with the knowledge and tools to make informed decisions that will benefit your long-term financial goals.

Exiting Your Business & Retirement Planning will focus on life after your business and how to create income throughout retirement. We’ll dive into the following topics:

• Selling your business
• 6 Core risks to retirement planning
• Fixed vs variable retirement income
• Various types of tax qualified & non-qualified investment accounts
• Tax risk & opportunities
• Importance of a math-based retirement action plan​