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BEGIN:VEVENT
DTSTART:20250308T153000Z
DTEND:20250308T170000Z
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SUMMARY:Ready\, Set\, Retire: Successful Strategies for Business Owners
DESCRIPTION:Attention Business Owners!\n\n\n\nReady to work on your business\, not just in your business? Are you prepared to take the next step toward financial freedom?\n\n\n\nJoin us for "Work\, Wealth\, and What's Next: Successful Strategies for Business Owners"\, hosted by Delaware Wealth Planners and Williams Houck & Company.\n\n\n\nPart 2: Planning & transitioning to life after business          \n\n	Personal Goals for life after retirement / challenges in reaching those goals\n	Cash flow planning for retirement\n	\n		Income\, expenses and savings\n	\n	\n	Risks to retirement (medical\, health\, loss of income or spouse\, etc.)\n	Investment strategy in retirement\n	\n		Bucket planning\n		Asset allocation / asset location\n	\n	\n	Buy/sell / cross purchase insurance\n	Ramping up you business for sale (acquisitions / increasing your business valuation)\n	What happens to my business (internal or external)?\n	\n		Business valuation\n		Quality of Earnings\n		Sell for monetary consideration\n		\n			Taxes\n			Cash flow of payments\n			Process of selling business\n			\n				Asset allocation   difference between the buyer & the seller (goodwill vs assets)\n			\n			\n			Consultant to entity after you sell\, Remain on payroll\n			Access to company benefits\n		\n		\n		Transition ownership to next generation\n		Sell internally to employees\n	\n	\n	What happens to the real estate of the business? (1031 exchange\, rental income)\n	Estate Planning & Wealth Transfer\n	\n		Creating a trust and moving business into trust\n	\n	\n\nThis is your opportunity to learn from industry professionals\, network with fellow business owners\, and take actionable steps toward the retirement you deserve.\n\n\n\nSeats are limited! Reserve your spot today at jatkins@dwpinvest.com. Don't leave your future to chance start planning now.
X-ALT-DESC;FMTTYPE=text/html:<span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Attention Business Owners!<br />\n<br />\n<span style="background:yellow\;">Ready to work on your business\, not just in your business?</span> Are you prepared to take the next step toward financial freedom?<br />\n<br />\nJoin us for &quot\;Work\, Wealth\, and What&rsquo\;s Next: Successful Strategies for Business Owners&quot\;\, hosted by Delaware Wealth Planners and William<em>s</em> Houck &amp\; Company.<br />\n<br />\n<strong>Part 2: Planning &amp\; transitioning to life after business&nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\;&nbsp\;</strong></span></span></span>\n<ul style="list-style-type:circle\;">\n	<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Personal Goals for life after retirement / challenges in reaching those goals</span></span></span></li>\n	<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Cash flow planning for retirement</span></span></span>\n	<ul>\n		<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Income\, expenses and savings</span></span></span></li>\n	</ul>\n	</li>\n	<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Risks to retirement (medical\, health\, loss of income or spouse\, etc.)</span></span></span></li>\n	<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Investment strategy in retirement</span></span></span>\n	<ul>\n		<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Bucket planning</span></span></span></li>\n		<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Asset allocation / asset location</span></span></span></li>\n	</ul>\n	</li>\n	<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Buy/sell / cross purchase insurance</span></span></span></li>\n	<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Ramping up you business for sale (acquisitions / increasing your business valuation)</span></span></span></li>\n	<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">What happens to my business (internal or external)?</span></span></span>\n	<ul>\n		<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Business valuation</span></span></span></li>\n		<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Quality of Earnings</span></span></span></li>\n		<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Sell for monetary consideration</span></span></span>\n		<ul>\n			<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Taxes</span></span></span></li>\n			<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Cash flow of payments</span></span></span></li>\n			<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Process of selling business</span></span></span>\n			<ul style="list-style-type:circle\;">\n				<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Asset allocation &ndash\; difference between the buyer &amp\; the seller (goodwill vs assets)</span></span></span></li>\n			</ul>\n			</li>\n			<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Consultant to entity after you sell\, Remain on payroll</span></span></span></li>\n			<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Access to company benefits</span></span></span></li>\n		</ul>\n		</li>\n		<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Transition ownership to next generation</span></span></span></li>\n		<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Sell internally to employees</span></span></span></li>\n	</ul>\n	</li>\n	<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">What happens to the real estate of the business? (1031 exchange\, rental income)</span></span></span></li>\n	<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Estate Planning &amp\; Wealth Transfer</span></span></span>\n	<ul>\n		<li style="font-size:11pt\;font-family:Aptos\, sans-serif\;color:rgb(0\, 0\, 0)\;"><span style="color:#000000\;"><span style="font-family:arial\;"><span style="font-size:12px\;">Creating a trust and moving business into trust</span></span></span></li>\n	</ul>\n	</li>\n</ul>\n<span style="font-family:arial\;"><span style="font-size:12px\;"><span style="color:#000000\;">This is your opportunity to learn from industry professionals\, network with fellow business owners\, and take actionable steps toward the retirement you deserve.<br />\n<br />\nSeats are limited! Reserve your spot today at </span><strong><a href="mailto:jatkins@dwpinvest.com" style="color:rgb(70\, 120\, 134)\;"><span style="color:#0000FF\;">jatkins@dwpinvest.com</span></a></strong><span style="color:#0000FF\;">.&nbsp\;</span><span style="color:#000000\;">Don&rsquo\;t leave your future to chance&mdash\;start planning now.</span></span></span>
LOCATION:University of Delaware - Wilmington Campus 2700 Pennsylvania Ave\, Wilmington\, DE 19806
UID:e.2890.8273
SEQUENCE:3
DTSTAMP:20260404T065306Z
URL:https://business.eecincubator.com/events/details/ready-set-retire-successful-strategies-for-business-owners-8273
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