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Case Study: Financial & Retirement Planning for Business Owner Business Transactions

July 15, 2021 4:31 PM | Cheryl Centeno (Administrator)

Program produced by XPX Triangle.


Case Study:
Financial & Retirement Planning for Business Owner Business Transactions


We will discuss comprehensive financial and retirement planning considerations for a business owner and their related family members.

Our Panel:

Mary Norton
Financial Advisor
Vesta- Wealth Management
Certified Financial Planner™
Business Planning, Financial Services and Retirement Planning for Small Business Owners

Jonathan Henry
Wealth Advisor
TRUST Company of the South
CPA, Certified Financial Planner™
Charitable Giving, Estate Planning and Investments

Robert Mouro
Wealth Management, Financial Advisor
Janney Montgomery Scott, LLC
Certified Financial Planner™, Comprehensive Wealth Planning for Individuals. Families and Small Business Owners



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