Wealth Planning for Small Business Owners

Do you own a successful business and are concerned about the future? Join us for this interactive learning session with Rob Bedinghaus, President of Bedinghaus Wealth Planning. You will you learn about planning for the future of your company and your family. - Financial Planning for Business owners – What is financial planning and why should it matter to you? How is financial planning for business owners different than for non-business owners? -Building Your Professional Team -How to make your personal, business, and financial goals align. - Estate Planning Concepts and Buy/Sell Agreements - Ways to protect your family and business if something happens to you - Intro to Exit Planning: How to start preparing yourself, your family, and your business for a future sale or family transfer well in advance - Interactive business owner wealth planning case study discussion

Speaker(s): Rob Bedinghaus, Ph.D, CFP®, CEPA®, a local Financial Advisor Tim Bingaman, Small Business Advisor

Co-Sponsor(s): Miami University Regionals Small Business Development Center (MUSBDC)

VOA Room 123

Fee: No Cost