Aligning Your Personal Financial Goals with Your Business Goals
As CEOs of our businesses, we typically use this time of year to plan out the upcoming New Year and begin thinking of our corresponding business goals. What if instead of arbitrarily picking a growth target we designed our business goals to tie directly into our unique personal financial goals? The purpose of this webinar is twofold: (1) to learn best practices from business owners who used their own financial planning goals to create business goals that allowed them to get out of their businesses the “right” amount of growth in order to accomplish both their business and personal goals and (2) to walk away with some basic retirement planning tools that business owners can use to save on taxes as well as the future.
- Get clear on what your personal financial goals are (S.M.A.R.T.).
- Use your personal financial goals to help set your business goals for 2018 and beyond.
- Begin planning your business succession plan now so you are better equipped when the time is right to step away.
- Review the various retirement plan options with an expert to see which ones are right for you and your company. Monitor and manage these plans to see if they still meet your needs as your company grows.