As a result of member feedback, Greg Shannon’s presentation will now cover financial planning for both individuals and small businesses.
Thinking of today is easy. Thinking of tomorrow is not always foremost in our minds. But financial planning is integral to future success for both individuals and businesses. Topics such as estate and succession planning often come to mind far too late in our personal and business lives, yet it’s important to think now about how you can make your hard-earned money work hard for you and your future. Join tax and estate lawyer Greg Shannon for a presentation which will provide a window into the financial planning process, including estate planning, wills, trusts, personal directives, powers of attorney, as well as retirement and succession planning.