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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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