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  • Simple Steps for Exiting Your Business: Retirement Planning

    Simple Steps for Exiting Your Business: Retirement Planning

    Join us for Simple Steps for Exiting your Business seminar.
     
    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2 – Retirement Planning helps business owners think about the lifestyle their businesses will afford them when they are no longer active in the business.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
     
    Seminar details are below – we hope you can join us!
     
    • Date: September 28, 2023
    • Time: 3:30pm CDT
    • Location: Zoom Webinar
    • Register here: https://financialguide.zoom.us/meeting/register/tJUlf-CqqDgsGddN_7LwnqoZ47GOPXafitAb
    Andy Kaczkowski, Financial Advisor
    WestPoint Financial Group
    300 S. Wacker Dr., Suite 2000 | Chicago, IL 60606
    Web: www.westpointfinancialgroup.com

    CA License #0M68711

    *Exit Planning Institute, State of Owner Readiness Survey, 2018
     
    MM202602-304530
     
    © 2023 Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001. All rights reserved. www.massmutual.com

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    Date and Time

    Thursday Sep 28, 2023
    3:30 PM - 4:30 PM CDT

    Location

    Zoom Webinar
    Register Here: https://financialguide.zoom.us/meeting/register/tJUlf-CqqDgsGddN_7LwnqoZ47GOPXafitAb

     

    Fees/Admission

    This Event is Free!
     

    Website

    https://westpointfinancialgroup.com/associates/andy-kaczkowski/

    Contact Information

    Andy Kaczkowski Cell: 312-342-4539 Email: akaczkowski@financialguide.com
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