Webinar: Business Transition Planning - Know What You Need Before You Transition

Date: February 12, 2020
Time: 12:00PM - 12:30PM CST
  • Online

Event Details:


The most important goal to set when planning to exit your business is the amount of money you’ll need to be financially independent after your exit. It is critical to determine your post-retirement income expectations years in advance. 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.


Join us as we share our insights on:

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

Presented by:

OBrien-Tim    Kuzera 150
Tim O'Brien, MBA, CFA
Principal and Director of Research
  Keith Kuzera, AIF®
Wealth Manager


Cost: Complimentary

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The information set forth herein is intended to be informational in nature and is not intended to constitute retirement planning advice, tax advice, legal advice or investment advice and should not be construed as such.  Consult with a professional adviser for advice specific to your situation.