WEBINAR: Selling your Business Series

Navigating your financial future for business owners

For business owners who are considering selling, actively selling or have already exited their businesses, there are many financial factors for which to plan.

Please join Welch Family Wealth Advisory on June 17th from 11:00am - 12:00pm for an exclusive live webinar featuring Jeff Logan, Head of Portfolio Management at Harness Investment.

In this webinar, moderated by Micheal Burch, speakers Jeff Logan and Elliott Bourgeois will discuss some considerations for your financial planning in advance of, during, and after the sale of your business. 

Topics include:

  • Retirement income needs and legacy objectives
  • Investment strategies
  • Government programs and tax planning considerations
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