About this Event
Most small business owners have the majority of their net worth tied up in one place: the business itself.
Join us for networking and an informative session about the future of your business. This session covers three practical steps owners can take this year to build retirement savings outside the business, understand what the business is actually worth, and protect the asset their future depends on. Educational and plain-language, with specific action steps attendees can start on the same week.
What Attendees Will Walk Away With
1. A plan. How to choose and fund a retirement plan through the business, including the federal tax credits that may cover much of the startup cost for a company with a handful of employees.
2. A number. How to get a baseline read on what the business is worth to a buyer, and the specific things that move that number.
3. A short list. The handful of protection gaps that most often derail an owner’s retirement, and which ones to fix first.
Who Should Attend
Small business owners and self-employed professionals, including those with one to five employees, those who also hold a job elsewhere, and independent contractors such as real estate and other commission-based professionals.
No financial background needed.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. EFG and Cambridge are not affiliated. Not NCUA insured, not credit union guaranteed, may lose value.
Event venue & nearby stays
1199 Epps Farm Rd, 1199 Epps Farm Road, Fort Mill, United States
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