Plexus Connects: Financial Futures - Whether Spending or Saving, We All Need a Plan

Description

Join Plexus and member experts as we look at the various ways we can plan for a successful financial future. Whether that means planning to leave a financial legacy or enjoying your earned assets during your lifetime, we will review various considerations that keep you in control of your money. Discussion questions will include: How do you decide how much and to whom is charged with your legacy? How do you plan to ensure you have enough for the future and/or legacy you envision? What do you do when you don't desire to leave a financial legacy? Should you plan to exit your business or scale back sooner because it's a better fit for your life?