Loading Events

« All Events

  • This event has passed.

Future Tense: What Got You Here Might Not Get You There: Mistakes Business Owners Make Before and After Retirement

May 17 @ 8:00 am - 9:30 am

$25

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.

Details

Date:
May 17
Time:
8:00 am - 9:30 am
Cost:
$25
Website:
http://businesswest.com/lecture-series/

Venue

Tech Foundry
1391 Main St., Floor 9
Springfield, 01103 United States
+ Google Map

Website Developed by DIF Design