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SPR: Your clients sold their business! Now what?

You’ve successfully guided your client towards a liquidity event and they are about to receive a big ‘ol pile of cash! What now?

Join us as Justin Smith, CFA, CFP of Smith Partners Wealth Management, and past president of SFSP GSO, Board member for SFSP National, presents on financial decision making -- after the sale of a business. Learn:

Why the type of transaction matters - balancing taxes, timing, and risk
How to manage the emotional ups and downs that come with selling
Managing the transition from “business owner” to “investment manager”
Challenging the traditional asset allocation and financial planning rules of thumb
Working strategies for multi-generational family wealth
 
Thursday, November 15, 2018
730a – 9a
GMA Board Room
225 Commerce Street, GSO 27401 

Justin Smith, CFA, CFP is a financial planner with Smith Partners Wealth Management, a fee-only investment management and financial planning firm in Greensboro. He is the past president of SFSP Greensboro, a former board member of the National SFSP board…and somehow still qualifies for our Young Professional discount. Justin and the team at Smith Partners specialize in walking clients through both the “head” and the “heart” of a decision – balancing what the math shows with what a client values most. By the time he presents, Justin and his family will be in full swing, gearing up for their 23rd year of hanging Lighted Christmas Balls and gathering resources for the homeless and hungry in our community. You can see his TEDxGreensboro talk on the LCBs here: https://www.youtube.com/watch?v=V8_X0VHzq2YYou’ve successfully guided your client towards a liquidity event and they are about to receive a big ‘ol pile of cash! What now?  The Story of the Lighted Balls 

When:
Thursday, November 15, 2018, 7:30 AM until 9:00 AM
Where:
Greensboro Merchants Association
225 Commerce Pl
Greensboro, NC  27401
Additional Info:
Category:
Succession Planning Roundtable
Registration is required before Wednesday, November 14, 2018 at 12:00 AM
Payment In Full In Advance Only
No Fee
No Fee
No Fee