Free Financial Topics in Milwaukee
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In this presentation I will explain the succession planning process. I will help attendees understand what succession planning is and what it is not. MORE >Understand that there is no “magic” bullet or “one size fits all” plan. Succession planning is a puzzle where several pieces fit together. I will help you navigate through all these pieces and help you see the big picture.
What is your plan for retirement? Do you have one? How much money do you need at retirement? Have you considered taxable and non-taxable retirement income? 10,000 Americans turn 65 every day - without a plan, you're leaving the financial well-being of your golden years to chance. Learn how easy it is with our simple steps to either GET you on track for retirement OR help you STAY on track! MORE >
Business owners face a variety of challenges. First and foremost, it's running their business. But just as important, if not more, are the people you employ. How does your benefit package stand up to your competitors? Do you have a 401k or retirement savings plan? MORE >Do you have options for your highly compensated employees to save above and beyond what is allowed in standard retirement savings accounts? Is your business properly protected? Are YOU protected in the event something were to happen to a key employee? Are you able to retain your best employees while at the same time, recruit great talent? Have you ever had your business valuated? If you've answered no to some or all of these questions, learn more about how easy it is to be on top of all of these issues!
Estate Planning means different things to different people. Understanding the components of a good plan–will help you build a great plan.
Let me help you build a great plan today!