icon-events EVENTS

Exit Planning Webinar: Retirement Income Planning

Event Date April 24, 2019
Event Time 11:30AM - 12:00PM CST
Event Location
  • Online


Plan Ahead for a Successful Business Transition

Logically every business owner knows they will eventually need an exit plan. But surveys indicate most business owners are not prepared. Have you calculated how much money you need from the sale or transfer of your business? And more importantly, is your business worth what you need?

SVA’s Exit Planning Webinar Series will help you sell or transfer your business – when you want, for the money you need, to the person you choose.

Exit Planning: Retirement Income Planning 

Before you exit your business, you need to consider how much longer you want to work, the annual after-tax income you want during retirement and how your retirement affects your family. We will also share how an effective company retirement plan sets the stage for your retirement as well as ensures your employees are taken care of during and after the transition.

Our experts will discuss:

  • Understanding what you need to retire
  • How your company retirement plan creates continuity
  • Designing a wealth transfer strategy
  • Strategies to minimize estate and gift taxes
  • The role of trusts and estates

Presented by:

Jamie Droessler, CFP®           
Wealth Manager
SVA Plumb Financial
    Keith Kuzera, AIF®
Wealth Manager
SVA Plumb Financial


Fee: $25/business. Each company is invited to share the webinar with their management team and will be provided the recorded webinar.

Each business will receive a Customized Exit Planning Assessment after taking the quick online exit planning assessment questionnaire.

Visit SVA.com/Exit to view the other webinars in the series.

If you are unable to attend our webinar series, visit our Business Transitions & Succession Planning webpage for more information.