Virtual Lunch and Learn Series with Private Vista
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
Select your ticket type below and click "Register Now." All registrants will receive access information for the webinar the day of the event.
Members, Partners and their guests: FREE