During the process of creating customized financial plans and investment strategies to help clients realize their retirement goals, it is important to look beyond the numbers. The emotional impact of selling will be discussed.
Attendees will achieve the following learning objectives:
- Helping the business owner think about life after business
- Planning for next stage in employment/life
- Protecting your family from the windfall
- Using pre-tax money as efficiently as possible (Just as you do when owning and operating a business).
Two National Experts:
EPI Arizona is pleased to introduce Andrew Rafal, President & Founder of Bayntree Wealth Advisors, and his Director of Corporate Development, Brian Hartstein, MSFS, CLU®, ChFC®. An accomplished author, speaker, expert instructor, and thought leader, Rafal prides himself in acting as a personal CFO for his clients. He creates customized financial plans and investment strategies to help clients realize their retirement goals. Andrew is known among his clients and colleagues for upholding a “gain and retain” investment philosophy and for his unparalleled dedication to client service.
Thank you to our event sponsor: