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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
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.
1391 Main St, Floor 9,
Springfield, MA 01103
(Elevators to the right after entering the Main St. lobby)
Click for Directions to Event Location
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