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Retaining Your Best Assets – Business Owners Luncheon
August 27 @ 11:30 am - 1:00 pm| Free
Live Invested in Your Finances
Owning a business is incredibly rewarding, but it also comes with some challenges. A little savviness could make a big difference in the future of your business and maintaining your lifestyle upon exiting the business. – Jeff Sweat, TVAMP Senior Partner
Join us for this educational luncheon to gain tools, resources, and strategies for protecting your business, employees & your lifestyle.
Long-Term challenges we’ll address:
- Recruiting, retaining, rewarding & retiring top talent
- 7 reasons you need a business succession plan & how to implement one
- 4 common issues with owner agreements
- Properly designing buy/sell agreements
- Maintaining your lifestyle after exiting the business
- & 2018 tax law considerations
Guest Speaker: Thomas Bates, JD, MBA, Managing RVP at Principal Financial Group
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TVAMP is not affiliated with Principal Financial Group.