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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2 – Retirement Planning helps business owners think about the lifestyle their businesses will afford them when they are no longer active in the business.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:
Seminar details are below – we hope you can join us!
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
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2 – Retirement Planning helps business owners think about the lifestyle their businesses will afford them when they are no longer active in the business.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: Tuesday, September 12, 2023
- Time: 11:30am CDT
- Location: Zoom Webinar
- Register here: https://financialguide.zoom.us/meeting/register/tJMlfuuoqD0rH9UyM6T--p6oqY1dQaxCKxUs
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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Simple Steps for Exiting Your Busines...
Date and Time
Tuesday Sep 12, 2023
11:30 AM - 12:30 PM CDT
Location
Zoom Webinar
Register Here: https://financialguide.zoom.us/meeting/register/tJMlfuuoqD0rH9UyM6T--p6oqY1dQaxCKxUs
Fees/Admission
This Event is Free!
Contact Information
Andy Kaczkowski
Cell: 312-342-4539
Email: akaczkowski@financialguide.com
Send Email
Printed courtesy of www.oprfchamber.org/ – Contact the Oak Park-River Forest Chamber of Commerce for more information.
1101 Lake St., Ste. 307, Oak Park, IL 60301 – 708.613.0550 – info@oprfchamber.org