Greater Westfield Chamber of Commerce

Future Tense

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Future Tense: 

What Got You Here Might Not Get You There: 

Mistakes Business Owners Make Before and After Retirement

May 17, 2018    8 a.m.-9:30 a.m.

Cost: $25 donation to Tech Foundry

Open Exclusively to CEO's and Business Owners

Presenter: 

Amy Jamrog

The Jamrog Group, Wealth Management Advisor

 

The 2nd Installment of Our Future Tense Lecture 

Will Answer the Following:

  • Feel like you're doing a good job running your company, but wonder if you should be doing more?
  • Are you as prepared as you could be for the eventual sale of the business?
  • Are you willing to delay some tax gratification now for a more efficient retirement later?
  • Are you focused on accumulation, but forgetting about the equally important decumulation strategy when it comes to your wealth?
  • How do you take care of yourself, impact your community, and provide legacy for the family-is it possible to do it all?
  • Hear about proactive strategies to align your team of advisors and get you best equipped for your future.

Event Location:

Tech Foundry
1391 Main St, Floor 9,
Springfield, MA 01103
(Elevators to the right after entering the Main St. lobby)

Click for Directions to Event Location

Agenda:

8:00 - 8:20: Registration/Networking/Continental Breakfast

8:20 - 8:30: Remarks from Our Sponsors 

8:30 - 8:55: Presentation 

8:55 - 9:30: Discussion 

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