Planning for the next chapter - Listen Now
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.
Have questions? Email [email protected].
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
Episode 21 - 2023 Economic outlook
Episode 20 - Philanthropy and nonprofits
Episode 19 - Planning for the next chapter
Episode 18 - The Role of Marketing
Episode 17 - Specialty Merchants & Retail
Episode 16 - Commercial Construction and Equipment
Episode 15 - Employee Empowerment and Engagement
Episode 14 - Restaurants and Agribusiness
Episode 13 - Residential Real Estate
Episode 12 - Commercial Real Estate and Development
Episode 11 - 2022 Economic Outlook
Episode 10 - Understanding Cyber Insurance
Episode 9 - Diversity, Equity, and Inclusion (DE&I)
Episode 8 - Automotive & Insurance
Episode 7 - Transportation & Logistics
Episode 6 - The Future of Work
Episode 5 - Digital Transformation: A Cycle of Innovation
Episode 4 - Mergers & acquisitions: Growing your business
Episode 3 - Cybersecurity: Protecting what matters to you
Episode 2 - Our current economy & the path forward
Episode 1 - How an employee stock ownership plan (ESOP) works
Episode 0 - Introducing Sharing Knowledge Series
