Virtual Lunch and Learn Series with Private Vista

Thursday, May 28, 2020 12:00 pm

The Entrepreneur and Family Business Council is hosting a month-long Lunch & Learn series with the Strategic Partners where they'll give the latest updates in their field surrounding the COVID-19 pandemic.

The team at Private Vista, the Investment Management and Financial Planning Strategic Partner for EFBC, will present an update on:

  • Cash Flow Preservation Strategies: Opportunities to preserve cash flow for your business by suspending contributions to Qualified plans: cash balance plans, Profit sharing plans and 401k
  • Wealth Transfer Strategies given lower interest rates and lower asset valuations: Opportunities to maximize your estate plan
  • Investment Strategies: Opportunities to improve your investment strategy after the recent market downturn and increased volatility
  • Q&A


Select your ticket type below and click "Register Now." All registrants will receive access information for the webinar the day of the event.