Succession Planning: Investing for Retirement

Whether retirement is imminent or years away, it's always a good time to plan for future financial security.

Join Mckenzie Frankel of Entrust Financial LLC for a strategic session on post-exit financial planning, where we’ll explore:

• Investment fundamentals for business owners nearing transition
• How ESOPs (Employee Stock Ownership Plans) can support succession and retention
• Options to build long-term wealth and opportunity for yourself and employees
• Financial pathways that align with your values, goals, and legacy

Whether you're exploring exit strategies or already planning your next chapter, this session offers practical insights to help you thrive well beyond the transition.