A must-attend Private Business Advisory Program!
This month, EPI Long Island is pleased to introduce the industry expert and national speaker, Jeffrey Mortimer, Director of Investment Strategy at BNY Mellon Wealth Management, who will provide a detailed overview on his market timing tool and 30 years of research, to quantify if now is the time.
- Provide insights into the phases of a market cycle and discover where we currently stand today.
- Provide business owners with a tool to enhance future decision making based on the interaction between the economy and financial markets.
- Teach business owners how to identify market signals which can help leverage opportunities and minimize risk when considering to sell or continue to grow an existing business
Registration is free. Thank you to our sponsors:
Note from the Business Owners Advisory Council of Long Island & EPI Long Island Chapter Leadership team:
Within the next 20 years, in excess of 90 million people in the United States and Canada will be retiring (the baby boomer generation born between 1946 and 1964). It is estimated that one of every two privately-held businesses will transition during this period, representing in excess of $10 trillion in wealth, the largest wealth transfer in the history of mankind.
We are committed to providing a forum where our local community of professional advisors can collaborate to address the unique needs of the Long Island Owner; develop educational programs for business owners and their professional advisors that build awareness, maximize enterprise value, and prepare owners for the inevitable exit of their business; develop, encourage and foster the adoption of best practices and ethical standards for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of succession planning.