Succession Planning: Investing for Retirement

Whether retirement is imminent or years away, it's always a good time to plan for future financial security.

Join Mckenzie Frankel of Entrust Financial LLC for a strategic session on post-exit financial planning, where we’ll explore:

• Investment fundamentals for business owners nearing transition
• How ESOPs (Employee Stock Ownership Plans) can support succession and retention
• Options to build long-term wealth and opportunity for yourself and employees
• Financial pathways that align with your values, goals, and legacy

Whether you're exploring exit strategies or already planning your next chapter, this session offers practical insights to help you thrive well beyond the transition.

Reasonable accommodations for persons with disabilities will be made if requested in advance. Contact us at (215) 790-5017 to arrange.

By registering for this event, I consent to WBEC-East staff and/or the SBA-funded Resource Partner listed on this event to have access to my basic information (name, email, phone number). My PII is and will not be shared outside of WBEC-East or the listed SBA-funded Resource Partner on this event.