Legacy in Progress: The Essential Guide to Exit Planning (Lima)
When: Wednesday, September 18, 2024 | 11:00 AM - 1:00 PM
Location: Shawnee Country Club: 1700 Shawnee Road Lima, Ohio 45805
Hosted By: Rea & Associates
Presented By:
Rea hosted an insightful exit planning event for business owners. Attendees heard from experts Paul Weisinger, Christopher Axene, David Shallenberger, and Doug Feller on topics including business valuation, tax implications, asset protection, and wealth management. The event provided valuable networking opportunities and practical advice for securing business legacies.
We thank all participants for their engagement, making the event a success, and hope the insights gained will prove beneficial in their future business planning.
*Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Rea & Associates and Commonwealth Financial Network and separate and unaffiliated entities.