The Word on Wealth: The Business Owners’ Financial Guide to Plan, Value and Transition – Part 5
As a business owner, your personal wealth is intricately aligned to that of your business. Some common questions we hear from business owners everyday are: How much wealth do I have invested in my business? How much is my business really worth? What is my plan for when I retire, sell or transition to my children?
These questions, as well as other financial matters, are just some aspects that we’ll discuss in this five-part webcast series. Regardless of the stage of your business lifecycle, we hope you’ll join us at all five or pick and choose the ones which resonate most with you now.
Since this series is relevant to business owners across various industries, sizes and stages of the business cycle, we hope you’ll walk away with some relevant information that you’ll be ready to put into practice today.
Please feel free to invite a family member or a friend!
Part 5 – From Business Owner to InvestorBefore and After the Transition to Financial Independence
As the lifecycle of your business completes, there are a number of considerations that you must reflect on such as reevaluating your plan to ensure that you are still able to meet your goals. You’ll need to assess these goals in the context of you overall investment portfolio and lay out a strategy.
This final webcast will walk through some case study examples of plan adjustments such as unexpected planning and investing for long-term growth taking into consideration the before and after on the road to financial independence.
Webcast Details
DATE
Wednesday, September 12, 2012
TIME
10:30am – 11:30am
REGISTER TODAY
www.mossadams.com/financialindependence
Complimentary Webcast | 1 CPE Credit
We hope that you can join us!
