Up Next: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition

Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
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If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners.

 

Wednesday, March 12 | 12:00PM ET

 

Register Here

 

*According to estimates from the Exit Planning Institute

Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.