Financial Planning After Business Ownership
Jun
17
2025
Tue, Jun 17 12:00 PM to 1:00 PM
Online
Facilitated by Women's Business Enterprise Center--East (WBEC-East)
Topic: Managing a Business
Looking to retire your business? Thinking about transferring ownership to the next generation?
Join WBEC-East and Merrill Wealth Management to learn more about what it means to sunset your business. We will talk in detail about financial planning after business ownership, pros and cons of Trusts, and what can happen with your WBENC certification!
Speaker(s): Carly Jordan, CFP® Amanda Manuola, CRPC™, SE-AWMA™
Co-Sponsor(s):
Fee: No Cost
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