Crucial Business Defining Points

05/27/2021 CST • Workshop Room 4

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

Sometimes you just need some guidance. We all do. And when it comes to finances, helping people plan for the future, whether it's retiring in 20 years or buying a house in two years, is my passion. I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!
Sometimes you just need some guidance. We all do. And when it comes to finances, helping people plan for the future, whether it's retiring in 20 years or buying a house in two years, is my passion. I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

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