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When: January 17, 2017 10:00AM - January 17, 2017 11:00AM
The transition from owning a business to owning an investment portfolio is a significant shift for most entrepreneurs. One of the keys to a successful transition is to address someimportant wealth management questions prior to the sale of the business.
Derek J. Eichelberger, Director of Investment Strategy and David C. Brinkman, Relationship Manager, Schneider Downs Wealth Management Advisors, LP will answer the following questions:
Pre-transaction discussion and analysis of these financial questions as well as other considerations are paramount in ensuring a smooth and successful family transition/transaction.
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