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phx :: small business development workshop series
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2/16/2011
When: wednesday
4:00pm - 7:00pm
Where: Point of View Room
9875 N 85th Ave
Peoria, Arizona  85345
United States
Contact: Debbie Pearson
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Your Business as Your Retirement Plan: Fact or Fiction?
Wednesday, February 16 from 4pm - 7pm


Only one out of six independent businesses are ever sold. If you're counting on selling your business as your retirement plan, you may be disappointed. Begin with the end in mind and identify the exit strategy that's right for you. Learn critical success factors and common pitfalls in exiting a business. We'll discuss different options, how to prepare for them, and ways to minimize the tax bite.

Speaker: Joyce Morningstar
Joyce Morningstar, PhD, is a Senior Wealth Manager at Dynamic Wealth Advisors, providing wealth management services and employee benefit solutions. Her firm, Transition Insights, LLC provides business transition consulting services. In a prior career, Dr. Morningstar gained extensive experience in business analysis working for a large chemical manufacturer, and then later consulting a variety of large and medium-sized companies. A lifetime member of a non-profit investor education organization, she's taught financial wellness through various community outreach programs beginning in the mid 1980's.

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Think BIG, with UPS.

 

UPS

 Whether your business is high tech or handmade, our expert-designed products and services can make your small business run more efficiently. Our solutions were created with the specific needs of small businesses in mind.

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Have Questions on Health Insurance?

Health Insurance

Do you have questions on plans for Individual, sole proprietor, or group? We can get the answers needed to make sure you find the right plan for you and your employees.

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CopperPoint...at work for you

CopperPoint

CopperPoint delivers peace of mind to Arizona employers and their employees. We are the state's premier provider of workers compensation insurance, serving Arizona businesses, small and large, since 1925.

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Speakers Form

Speakers Form

ASBA is on the cutting-edge of what is happening right now in the business community. We are looking for dynamic speakers to present inspiring and relevant content at future events. If you or someone you know is experienced capturing a crowd and delivering insightful information on sales, marketing, HR, finances, or other topics we invite you to share your knowledge and apply today. We are your partner in business.

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