Hannah Shaw Grove
Hannah Shaw Grove

Edward Renn Withers Bergman
Frank Seneco Seneco & Associates

Retirement Strategies For Wealthy Business Owners

Wealthy business owners are one of the best—if not the best—niche markets for  delivering sophisticated retirement solutions. Whether a business owner has a few million dollars or a few hundred million in net worth, it’s likely that the company and its key executives need high-level support and state-of-the-art strategies to address their retirement planning concerns, which can open the door to additional growth opportunities for advisors.

This one-day workshop will examine the mindset and priorities of affluent, self-made business owners, the sophisticated retirement strategies of greatest interest to them, and the most effective ways of finding and engaging with them to deliver tailored solutions and build lasting, mutually profitable relationships.


Sponsors and Exhibitors



Copyright © 2014 Charter Financial Publishing Network Inc. All rights reserved.