CLA Wealth Advisory Connection — Liquidity for Business Owners

- 9/15/2020
- Webinar
- Speaking Hosting
Event materials
- Presentation Slides: CLA Wealth Advisory Connection — Liquidity for Business Owners
- Recording: CLA Wealth Advisory Connection — Liquidity for Business Owners
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