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Live Invested in Your Finances

Jeff Sweat, Senior Partner, Wealth Advisor

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

Click Here to Sign Up

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TVAMP is not affiliated with Principal Financial Group.