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Develop and Update a Business Plan

Business plans are not just for startups. Business planning can help you manage expansion, apply for a loan, survive a downturn, implement a new business model or prepare for selling your business. This session will discuss tools available for business planning and what to include in a successful plan. Speaker: Greg Tilley of SCORE in …

Retirement Planning: Transitioning into Retirement and Developing an Exit Plan

The presentation will discuss retirement planning and estate planning strategies and their tax ramifications for business owners. You’ll learn about the variety of exit planning methods and how to connect with the appropriate experts to execute such strategies. The speaker will also review investment planning and how to manage investment portfolios. Speaker: Brian Cunningham of …

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