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Business Succession Planning – Presented by Tax & Financial Group
June 7 @ 12:00 pm - 1:00 pm PDTFree – $30
It is never too soon to start planning for the future of your business. Join us for lunch and an informative presentation on Business Succession Planning.
- What is your number?
- How much do you need from the sale of your business to be comfortable financially?
- Understanding your options for exiting your business.
- Minimizing costs and taxes on the sale or transition of your business.
- Shifting from earned business income to generating income from your sale proceeds.
- Creating estate equalization for children who are not involved in the business.
About the Presenters:
Scott Petersen, Sean McCloskey and Andy O’Brien are Registered Representatives & Registered Investment Advisor Representatives with Securian Financial Services, Inc. and Securities and Investment Advisory Services offered through Securian Financial Services, Inc. Member FINRA.
Tax & Financial Group (TFG) is independently owned and operated.