Business Succession Planning Seminar with SCORE

One day you will no longer be in business and that's a guarantee. One way or another at an unknown time in the future you will no longer be in business. You may leave the business due to death, disability, retirement, or many other options.

Have you chosen how you will be compensated for your interest in your business? There are tax-efficient ways to transfer your business ownership for top dollar. But it requires careful planning BEFORE you leave the business.

In this seminar sponsored by SCORE, Keith Conley, CFP will share tax-efficient ways to guarantee a qualified buyer where you will receive top dollar for your interest in the business preserving your wealth and protecting your family.
 

Business Succession Planning Seminar ...

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Date and Time

Wednesday Mar 15, 2023
5:30 PM - 7:30 PM PDT

5:30 PM-7:30 PM

Location

Fullerton Public Library 353 W Commonwealth Ave, Fullerton, CA

353 W Commonwealth Ave Fullerton, CA Fullerton CA 92832

Fees/Admission

Free

Website

http://www.truelegacyfp.com

Contact Information

Keith Conley 949-438-0397
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