Our Next Event

  • Steps to a Successful Business Exit & Planning the Business Owner’s Financial Future

    Date: Wednesday, March 18th
    Time: 7:30 AM - Registration and Networking
             8:00 AM - Presentation

    Location: Salt Lake Chamber
                  175 East 400 South SLC #600 

    How does a business owner successfully (and profitably) transition a business to employees or sell it to a third party?  Are you depending on your business to fund your retirement? How do you coordinate your business exit with your personal financial planning and retirement?  Join the Vest Pocket Business Coalition on March 18, 2015 for discussion about what are often the business owner’s greatest challenges – exiting the business and securing a solid financial future. 
    “If you don’t know where you are going, you might end up someplace else.” – Yogi Berra.  Have you planned for where you and your business are going?

    Jonathon Parry, business attorney with Kruse, Landa, Maycock and Ricks, LLC, will discuss the basics of business exit strategies and Susan Wieck CFP, Financial Advisor with Waddell & Reed Inc., will discuss how those strategies intersect with personal financial planning for the business owner. You can’t start planning too early! 

    Susan Wieck offers Securities through Waddell & Reed, Inc., Member FINRA/SIPC.  Waddell & Reed is not affiliated with Jonathon Parry, KLMR Law, or Vest Pocket.  Waddell & Reed does not control any third party presenting information, we are not responsible for accuracy and completeness of their comments, and we do not endorse any products or services provided.


Stay Updated

xmissionthird-sun-white2Salt-Lake-City-Gov copySLCO LOGO BWZions-Bank-logo-WHITEufcu