Retirement & succession planning: ensure your business will thrive without you
Recently, the pandemic, the state of the stock market, and a loss of interest in their career are among the top reasons for choosing to accelerate retirement. The thought of retirement or what’s next for you and your business is intimidating. But like many big decisions you make throughout your career, thoughtful planning will help set you up for success. That’s why in our 19th episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, sits down with Gary D. Sirak, CLU®, ChFC®, president of Sirak Financial Services and author of How to Retire and Not Die: The 3 Ps That Will Keep You Young and Mark Dorman, AIF, CLU®, ChFC®, CFBS, CEPA, president & CEO of Legacy Business Advisors Ohio and Contributor to Forbes Business Council.
Kevin, Gary, and Mark discuss considerations and factors that impact personal retirement, business perpetuation, and succession planning.
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The role of marketing: how to grow your business
Specialty merchants & retail: innovating the shopper's experience
Commercial construction & equipment: best practices for financing
Employee empowerment & engagement: prioritizing company culture
Restaurants & agribusiness: the farm-to-table difference
Residential Real Estate: the future of the housing market
Commercial Real Estate & development: property investment outlook
Cyber insurance: how small business can prevent cyber attacks
Diversity, Equity, and Inclusion: how to build a culture of DE&I
Automotive & insurance industries: the future of EVs and buying a car
Shipping & logistics: supply chains and multi-modal transportation
The future of work: hybrid work and collaborative workspaces
Digital transformation: a cycle of innovation
Mergers & acquisitions: how you can grow your business
Cybersecurity: how to protect what. matters to your business
Introducing Sharing Knowledge Series
