Succession Planning: Investing for Retirement

Nov

2025

Mon, Nov 3 12:00 PM to 1:00 PM

Online

Facilitated by Women's Business Enterprise Center--East (WBEC-East)

Topic: Managing a Business

Investing? ESOPS? What are my options for myself and employees for longevity and opportunity as my time in the business comes to a close?

Join Mckenzie Frankel of Entrust Financial LLC to discuss investment 101 and what options are available.

To qualify for the Succession Planning Cohort for 1-1 coaching from these experts, you must attend this session live. More details to come!

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.

Speaker(s): McKenzie Frankel, Entrust Financial LLC

Co-Sponsor(s):

Fee: No Cost

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