If You’re Planning to Exit Your Business: What’s Your Long-term Financial Plan?

Learn how to build a successful plan at our Seminar

Date: Sept. 23, 2016
Time: 8 – 10:30 AM
Host: Guardian Life Insurance – Global Headquarters, 7 Hanover Square, New York, NY 10004

We’re living longer, are healthier and have greater assets than ever. The issue is: what kind of life style do you want?

Most people don’t plan to retire at 65; we want to be productive and often need more money. We want to enjoy learning, traveling, working, leaving a legacy, etc.  Yet, we can’t rely on Social Security and low stock market returns.  As we age, health care costs increase.

Will you outlive your current nest-egg?
A failure to plan means a plan to fail.

Our panel of experts will address the variety of issues business owners have:

  • Vincent D’Addona, Strategies for Wealth: How to plan your exit and retirement
  • Dennis McIntosh, B2BCFO: How to maximize your company’s value
  • Anthony Citrolo, Strategic M&A Advisors: How to sell the company profitably
  • Kevin Ghassomian, Attorney at Law: How to navigate your Estate Planning
  • Jerry Cahn, Age Brilliantly: How to use the new platform to “age brilliantly”.

To register, make a $50 contribution to the Alzheimer’s Association using our link: http://act.alz.org/agebrilliantly. Do so by September 16! They will notify us and we will confirm your reservation.


For more information, contact jcahn@AgeBrilliantly.org or 646-290-7664