SCORE: What a Financial Advisor Can and Can’t Do for Small Businesses

Program Type:

Jobs & Small Business

Age Group:

Adults
Please note you are looking at an event that has already happened.

Description

This workshop will cover making the most of what you have, retirement risks, and retirement planning processes for small businesses..

  • How the advisor relationship can help lead to a successful retirement
  • Common misconceptions and how to identify them
  • Difference between being goal-focused and having a plan versus being market-focused and performance-driven
  • Is your personal financial plan on one track and your business on another?
  • By avoiding pitfalls now, what can your financial future look like?

Presenter: Andy Wigzell

Andy Wigzell has over 15 years of industry experience  focused on asset management and the development of retirement income strategies. He approaches managing risk and capitalizing on opportunities with careful consideration of clients’ needs and goals. Andy has been a guest on "Smart Money Radio" Saturday mornings on WICC 600 in Bridgeport, CT as well as the "Your Money" segment for WTNH Channel 8.

Register here: https://conta.cc/2xmx8Jf