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EXEL Series - How to Build, Maintain and Preserve Your Wealth as a small business owner with clarity, confidence and control
Description

How to Build, Maintain and Preserve Your Wealth as a small business owner with clarity, confidence and control

Build
- Understand Business Valuation
- Understand Your Cash Flow
- Identify Growth Opportunities

Maintain
- Tax Planning
- Prepare for the Unexpected

Preserve
- Wealth Transfer
- Succession Plan
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Presenters

Daphne Hu, CFP
Vice President, Wealth Advisor, North Wales

Patricia "Patty" Angelozzi
Vice President, Wealth Advisor, North Wales

Oct 20, 2021 10:00 AM in Eastern Time (US and Canada)

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