CLA Wealth Advisory Connection — Liquidity for Business Owners

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

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


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

For more information: