Broker Check
16 March
An Introduction to Business Owner Planning Webinar

Description

At Peachtree Planning, we’ve been helping business owners like you strike a harmonious balance between their business and personal planning needs since 1987. We realize that for you, everything in your financial world begins and ends with your business. Whether it’s retirement planning or healthcare decisions, your situation doesn’t fit the traditional planning mold.

As a business owner, you have the opportunity to dictate your own financial success in a way that few others do. However, that opportunity comes at the risk of a great deal more to lose if life doesn’t unfold as planned. During the course of the Peachtree Business Planning Process, we will help protect your business from loss, provide strategies to recruit, retain, and reward key employees, and most importantly guide you on when and how you can ultimately exit your business, helping to ensure that you and your family receive the full value of your life’s work.

Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Peachtree Planning is not an affiliate or subsidiary of PAS or Guardian. *Not practicing J.D. for Guardian or its subsidiaries or affiliates. 2021-117285 Exp 3.17.2021

Date and Time

Tue, Mar 16, 2021

12:30p - 1:30p EST

Location

https://global.gotomeeting.com/join/890777477

Note

Please join from your computer, tablet or smartphone: https://global.gotomeeting.com/join/890777477 You can also dial in using your phone: (571) 317-3112 Access Code: 890-777-477

PT1H

Event Registration


Thank you!

Error processing your request. Please try again at a later time.