October 25, 2017

Business Success(ion) Planning

Episode 6: The Final Chapter - Planning After The Exit

On Wednesday, October 25, Odin, Feldman, & Pittleman, P.C. presents the 6th and final Episode of the Business Success(ion) Bootcamp for Professional Advisors.

October 25, 2017
ShareholderWayne M. Zell, Esq.

Led by Shareholder Wayne M. Zell, the sixth session titled, “The Final Chapter – Planning After the Exit” will focus on how clients can plan for what happens after the successful exit from a business. We will learn about the various risks individuals face in retirement and how to plan for and handle those risks. Also, we will explore new ways people are thinking about retirement and how to adapt financial planning and investing strategies to accommodate alternative retirement plans. Building on topics presented in the initial boot-camps, we also will study different ways to engage family members, involve them (or not) in your planning, and build a legacy based on the values you created in your business and your lives. Finally, we will learn where and how we live affect our retirement/post-exit planning significantly.

October 25, 2017
7:30 am – 9:00 am

Odin, Feldman & Pittleman, P.C.
1775 Wiehle Avenue, Suite 400
Reston, Virginia 20190