Plexus Connects: Exit Strategies and Financial Intelligence: Planning Beyond the Present
Date and Time
Tuesday Feb 25, 2025
12:30 PM - 1:00 PM EST
Location
Virtual via Zoom
Fees/Admission
Free and open to the public.
Contact Information
Jennifer Bosco
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Description
Join Plexus and an expert panel who will provide a critical exploration of how individuals and business owners can build lasting financial legacies. Moving beyond traditional financial advice, we will examine the psychological and strategic mindsets that separate successful wealth builders from average performers. The panel will delve into business valuation, succession planning, investment strategies for generational wealth transfer, and creating sustainable financial frameworks that extend beyond individual business lifecycles.