Future Tense: What Got You Here Might Not Get You There: Mistakes Business Owners Make Before and After Retirement
Thursday, May 17, 2018
8 a.m.-9:30 a.m.
Cost: $25 donation to Tech Foundry
Presenter: Amy Jamrog: The Jamrog Group, Wealth Management Advisor
- Feel like you’re doing a good job running your company, but wonder if you should be doing more?
- Are you as prepared as you could be for the eventual sale of the business?
- Are you willing to delay some tax gratification now for a more efficient retirement later?
- Are you focused on accumulation, but forgetting about the equally important decumulation strategy when it comes to your wealth?
- How do you take care of yourself, impact your community, and provide legacy for the family—is it possible to do it all?
- Hear about proactive strategies to align your team of advisors and get you best equipped for your future.