Ready, Set, Exit: Preparing for Retirement as a Business Owner

• 11:15AM - 11:45AM • Workshop Room 5

Join Financial Planning expert Phil Workman from Fisher Investments for a look into common business sale challenges and considerations. Turn those big questions into tangible next steps.

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Phil Workman Fisher Investments

Phil Workman currently serves as a Financial Planning Counselor for Fisher Investments and previously worked in advisor, training, and managerial capacities for the firm. Phil has a bachelor’s degree in business/finance and became a CERTIFIED FINANCIAL PLANNER™ in 2014. He has been in the finance industry since 2011 and joined Fisher Investments in 2018. He spends most of his time working with clients across the United States as they plan for retirement, helping them with important decisions around cash flow planning, tax planning and Roth conversions, Social Security and Medicare, and estate planning.
Phil Workman currently serves as a Financial Planning Counselor for Fisher Investments and previously worked in advisor, training, and managerial capacities for the firm. Phil has a bachelor’s degree in business/finance and became a CERTIFIED FINANCIAL PLANNER™ in 2014. He has been in the finance industry since 2011 and joined Fisher Investments in 2018. He spends most of his time working with clients across the United States as they plan for retirement, helping them with important decisions around cash flow planning, tax planning and Roth conversions, Social Security and Medicare, and estate planning.
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