Are you a business owner looking to retire soon? Don’t miss this webinar on Business Succession and Exit Planning where guest speaker Joseph Seetoo, CFA, CFP®, CEPA, Senior VP of Morton Capital addresses:

Why there is a need for business succession and exit planning

What is exit planning

What you need for a successful business transaction

Check out our websites to learn more!

Website: https://upsideavenue.com​

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​Twitter: https://twitter.com/UpsideAvenue​

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Disclaimer

The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.