Join us for a cocktail and appetizer reception followed by a panel discussion specifically tailored for business owners. Panelists include:

• Carey Yukich - Author and Owner / Financial Planner (TrueWealth Advising Group)
• Attorney Adam Sworden - Real Estate, Estate Planning, Zoning, Probate, Litigation (Sworden Law Office)
• Greg Clark, CPA, CVA, MAFF - Strategic Tax Planning, Business Valuation, Estate and Gift Valuation (GMC & Co, LLC)
• Jennifer Vinovich (Moderator) - Financial Planner and Business Developent Director (TrueWealth Advising Group)

Key Topics of Discussion:

• Am I prepared for a transition such as death, disability, or divorce of a business owner or partner?

• What is my business worth?

• How do I align my personal and business financial planning?

• Is my financial planning tax-smart?

• Is my buy/sell agreement current and properly funded?

• Am I up to date on current and upcoming tax law changes?

• Am I prepared to monetize my business when it’s time to exit or retire?