Program produced by XPX Triangle.

Case Study:
Financial & Retirement Planning for Business Owner Business Transactions

We will discuss comprehensive financial and retirement planning considerations for a business owner and their related family members.

Our Panel:

Mary Norton
Financial Advisor
Vesta- Wealth Management
Certified Financial Planner™
Business Planning, Financial Services and Retirement Planning for Small Business Owners

Jonathan Henry
Wealth Advisor
TRUST Company of the South
CPA, Certified Financial Planner™
Charitable Giving, Estate Planning and Investments

Robert Mouro
Wealth Management, Financial Advisor
Janney Montgomery Scott, LLC
Certified Financial Planner™, Comprehensive Wealth Planning for Individuals. Families and Small Business Owners