Ready, Set, Retire: Successful Strategies for Business Owners

Description

Attention Business Owners!

Ready to work on your business, not just in your business? Are you prepared to take the next step toward financial freedom?

Join us for "Work, Wealth, and What’s Next: Successful Strategies for Business Owners", hosted by Delaware Wealth Planners and Williams Houck & Company.

Part 1: Maximizing benefits for your business today                

• Corporate structure/entity formation
• How to save tax dollars (IRA, 401(k), cash balance)
• Cash management for you and your business
• Valuing illiquid assets/business
  • The value of real estate to build wealth for business owners
• Personal expenditures and tax deductions
  • Get business to pay for personal expenses
• Financial wellness & employee benefits
• Social Security
  • Have a W-2? Impact on SS
• Variable income (non-salaried, commission based sales peoples, realtors, consultants) – how to plan cash flow, taxes, savings
• Asset location