Greater Chicago Chapter Event: Dissecting the Business Owner’s Personal Financial Plan

Registration Pricing

Pre-Event Registration $30

Registration

 


Overviewdivider

Dissecting the Business Owner’s Personal Financial Plan

As early as possible, it is critical that business owners plan personally for their future exit. Understanding how liquidity needs, risk management, cash flow and the impact of erosion on lifetime purchasing power can make or break a family’s financial success after the big event.

Learning Objectives:

  1. Know the 10 wealth management issues that every business owner faces
  2. What questions will identify a business owner’s readiness to retire
  3. Summarize and prioritize key components of a well constructed personal financial plan
  4. What is in it for you to bring an expert
  5. Why this matters to you and them in a new fiduciary universe

 


Presentersdivider

 

Staci Scharadin, CFP®, CWS®, CEPA, CEO Diamond Wealth Management

Guiding families through the process of transforming hard earned wealth into a lasting legacy is what attracted Staci to the planning business in 1994. In 2007 she purchased the firm she worked for, took the CEO seat, rebranded the firm and continued to build a comprehensive wealth management offering.

Staci deepened her commitment to Diamond’s business owner clients by becoming a CEPA® in 2015. She’s been affiliated with the Exit Planning Institute since 2014 and on the Greater Chicago chapter board since 2016. She is past president of the Southern Nevada Financial Planning Association and former Advisory Council Representative for First Allied Advisory Services.

*Securities Offered Through First Allied Securities, Inc., Member: FINRA/SIPC.  Advisory Services Offered through First Allied Advisory Services Inc. and Lakeside Wealth Management Group LLC, a registered investment advisor not affiliated with First Allied Securities, Inc.*

 


Continuing Educationdivider

 

CEPAs receive 1 CE credit

CPAs receive a certificate for 1 CPE credit

CFP will recieve 1 CE Credit

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