CLA Wealth Advisory Connection — Liquidity for Business Owners

• Recorded 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

Speakers:

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

For more information:

• Sada Kempf
• Marketing Director

• 920-232-2230
• View Profile