Hot Topic Webinar: Diversifying Business Wealth
Business owners can be so focused on building a thriving enterprise that they neglect important tasks, like saving for retirement. This can lead to having all your wealth tied up in the company, which can be as risky as investing all your money in a single stock.
Watch the replay of our discussion with Jon Meyer, President of BGM’s Wealth Management Group. We’ll look at how to diversify your business wealth to help protect yourself, your family, and your company.
What you need to know:
You can use specific strategies to help diversify your business wealth and control risk.
Topics we’ll cover include:
- Why it’s important to diversify business wealth
- Starting with the end in mind
- Specific strategies you can use
- Preparing to sell your business
- … And more!
watch the replay
Take advantage of this opportunity to learn specific strategies to help diversify your business wealth and control risk.
This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for consulting in a one-on-one context where all the facts of your situation can be considered in their entirety. Despite efforts to be accurate and current, this presentation may contain out-of-date information and there is no obligation to advise you of any subsequent changes or updates.
The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information from outside resources has been deemed to be reliable but has not necessarily been verified. Each individual has unique circumstances to which this information may or may not be relevant. Under no circumstances will this information constitute an offer to buy or sell and it does not indicate strategy suitability for any particular investor. Past performance is not indicative of future results.
