WEBINAR: Wealth advisory is more complex for business owners. How to rethink your approach.

Overview

Running a business brings unique financial challenges that standard investment and wealth planning strategies don’t always address.

Join us for this event where we will discuss the complexities Founders, Entrepreneurs and Business Owners face given the overlap between business and personal wealth, and why traditional advisory approaches often fall short.

Key wealth topics addressed that will be addressed on this webcast:

• Building an Investment Portfolio: Why a traditional 60/40 stock and bond portfolio might not be as diversified for you, and how to approach making passive investments.
• Business vs. Personal Wealth: Differentiating between business assets and personal wealth, but also the importance of integrating business value into personal financial planning and investing.
• Viewing your business as an asset: Thinking holistically about your investments and your business, and making strategic decisions.
• Managing uneven cash flows and liquidity needs: Using cash flow forecasts to optimize investments and business reinvestments.
• Establishing retirement plans that align with both business and personal goals: Navigating retirement plans and strategically investing across each.
• Tax Strategies & Optimization: A discussion about advanced tax minimization tactics specific to business ownership including trusts, GRATs, and other vehicles to optimize wealth transfer, and how they fit into your investment strategy.

Hosted by

Jonathan Dane, CFA, CFP®️
Founder & Managing Partner