We welcome you to an informative program to give you the crucial things to think about in 3 areas to be ready to transition out of your business - whether that is in 2 years or 20.
Business
- Why Exit Planning Matters
- What Drives Business Value
- What are Your Exit Options
Banking
- Business Line vs Business Loan
- Lending Qualifications
- Evolving Needs
- Business Banking Best Practices
Financial Planning
- Income Planning for Retirement
- Sequence of Returns Risk
- Social Security Planning
Presented by Industry Experts from Northern Bank and FocalPoint Coaching
Katrina Sweeney
Business Development Manager, AVP
Northern Bank, Acton
David Hanafin
Head of Wealth Management, VP
Northern Bank
Financial Advisor, Osaic Institutions
Len Bruskiewitz
FocalPoint Business Coach
Certified Exit Planning Advisor
Note: Investment products and services are offered through OSAIC INSTITUTIONS, INC. Member FINRA/SIPC. Northern Financial is a trade name of Northern Bank & Trust Company. OSAIC and the Bank are not affiliated. Products and services made available through OSAIC are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.