Liquidity Planning: Strategies for Wealth Preservation Before & After a Liquidity Event

WEST MICHIGAN VIRTUAL CHAPTER EVENT

Liquidity Planning: Strategies for
Wealth Preservation Before
& After a Liquidity Event


Proper liquidity planning can completely transform your financial life.  Join the conversation to learn about how taking a thoughtful approach to managing taxes, gifting, and estate planning can help you maximize your upcoming liquidity event.  Learn the importance of thorough financial planning and how it can prepare you for both the challenges and rewards of a liquidity event.

 

Learning Objectives:

  1. Financial Planning: What issues are most important to consider before and after a liquidity event?
  2. Tax Planning:  What steps can you take to reduce your tax burden.
    • Generational Gifting & Estate Planning- Learn how planning ahead is a key ingredient to successfully transfer your wealth.

 

About the Presenter:

Learn from industry expert Tami Sytsma, CFP® CPWA®, Wealth Advisor, Sytsma Wealth Strategies.

Meet the Presenter

 

Thank you to our Sponsors!

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI West Michigan Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIGrandRapids.org

About the Presenter


Tami Sytsma, CFP® CPWA®

Tami Sytsma, CFP® CPWA®

Wealth Advisor, Sytsma Wealth Strategies

Meet Tami Sytsma.

As a Certified Financial Planner and Private Wealth Advisor, Tami has been helping West Michigan executives, business owners and their families create thoughtful, long-term financial plans since 2003.

 

Tami is the owner of Sytsma Wealth Strategies, an independently owned office with Raymond James as its broker/dealer. Along with her Sytsma Wealth team, Tami supports high-net-worth business owners with strategic financial planning, succession planning, estate coordination, charitable giving strategies and portfolio management, among other wealth management services.  Prior to opening her own office in 2014, Tami spent a decade at her family’s wealth management firm, The Sytsma Group, as a partner, financial advisor and co-branch manager.