When Your Business Is Your Retirement Plan

In-Person

Many business owners rely heavily on their business for future financial security. This Money School seminar explores how to align business decisions with personal retirement goals, plan for succession or exit, and reduce financial risk. Designed for entrepreneurs who want clarity beyond the day-to-day operations.

What you will learn:

Risks of relying solely on a business
Exit and succession considerations
Balancing business and personal finances
Planning beyond day-to-day operations

This program is presented by Joseph McGloin, CBDA®, Associate Advisor at Black Diamond Financial Solutions and instructor with The Money School, a program of the Delaware Community Reinvestment Action Council. Log in demoneyschool.org to register and to view the full class listing. To register by phone, call 1-302-298-3250.

Registration is requested. Walk-ins are welcome as space allows.