CLA Wealth Advisory Connection — Liquidity for Business Owners

Business Woman Critiques Data
  • 9/15/2020
  • Webinar
  • Speaking Hosting

Event materials

Please join us for our wealth advisory connection on considerations of liquidity for business owners. This on-demand webinar discusses important topics that business owners often overlook and should consider while the business is operating so they can prepare a smooth path to retirement.

Specific topics we’ll discuss include:

  • Business and personal wealth accumulation
  • Considerations for setting your trajectory for retirement
  • Making a list, making a difference — cash flow and legacy planning

Speakers:

  • Jeff Daye, CFP®, CRPS®, RPA Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC
  • Julie Kiley, Principal, Private Client Tax

For more information:

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