B4 LIVE: Benefits of lifestyle financial planning for you & your business
Tuesday 23rd June 2020 @ 12:00 pm - 12:30 pm
An informative discussion on our experiences advising business owners regarding their financial planning needs. We will look at Pension funding options, Business Protection for Key Personnel and Share Holder Protection. We will also explain why it’s important to have a personal cashflow forecast to sit alongside an owner’s business cashflow forecast.
- How to fund retirement using corporate profits as an alternative to salary, bonus or dividends
- How to ensure business continuity following death of a shareholder, partner or key person
- How holistic financial planning provides much better client outcomes than product driven advice
Suitable for: SMEs, business owners, lawyers