Crucial Business Defining Points

05/27/2021 CST • Workshop Room 3

Understanding Crucial Business Defining Points which are: 1) Unexpected departure of Owner 2) Loss of key person 3) Retirement of owner 4) Not Doing Long Term Planning 5) Death of an Owner. If you have a business you need to be aware of these critical possibilities that in many cases, become reality. By doing some planning, a business owner and their heirs can properly navigate these risks should they occur.

Presented by:

Tim Gilmore MA, RICP, Financial Planner

Tim is passionate about providing his clients with the tools and education they need to navigate life’s financial challenges. With more than 34 years in the financial services industry, including 26 at Prudential, Tim recognizes the more knowledge his clients have, the more empowered and confident they feel about achieving their goals. Tim is a graduate of Regis University, Denver Colorado. He continued his education by earning a Master’s degree at the University of Redlands. Tim resides in San Clemente, CA where he is able to enjoy the outdoors spending his free time biking and participating in a variety of water sports. Tim is married, has three children, and a very energetic Bea
Tim is passionate about providing his clients with the tools and education they need to navigate life’s financial challenges. With more than 34 years in the financial services industry, including 26 at Prudential, Tim recognizes the more knowledge his clients have, the more empowered and confident they feel about achieving their goals. Tim is a graduate of Regis University, Denver Colorado. He continued his education by earning a Master’s degree at the University of Redlands. Tim resides in San Clemente, CA where he is able to enjoy the outdoors spending his free time biking and participating in a variety of water sports. Tim is married, has three children, and a very energetic Beagle named Bella.

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