A goals-based approach to exit planning – Capital Group – 10.22.18

Advertisement

Summary:

Now On Demand.

100% of self-made business owners need an exit strategy. Building enterprise value and planning for business transition are essential to this growing segment of the economy. Yet, 83% of the business owners we surveyed lack even an informal exit strategy. Please join us for this informative webcast that will cover:

  • Unique wealth planning elements critical for business clients.
  • Benefits of a goals-based approach.
  • Transitioning, taxes and opportunity costs.
  • Attracting business clients by helping them maximize their enterprise value.


Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speaker:

Michelle J. Black
Senior Manager
Capital Group Private Client Services

Michelle J. Black is a wealth advisory senior manager at Capital Group Private Client Services, part of Capital Group. She also serves as an asset allocation investment specialist for Capital International Research. She has 23 years of investment industry experience and has been with Capital Group for 16 years. Prior to joining Capital, Michelle was a manager and an investment planning analyst providing tailored asset allocation analysis at Sanford C. Bernstein & Co. She holds a bachelor’s degree in business administration from the University of Southern California and a professional designation in personal financial planning from the University of California, Los Angeles. She also holds the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations, and is a member of the Investments & Wealth Institute. Michelle is based in Los Angeles.

Overview:

Title: A goals-based approach to exit planning
Date: Monday, October 22, 2018
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:

Already Registered?
*First Name
*Last Name
*Email
*Work Phone
*Company
*Title
*State
*Type of Advisor
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC® or CPWA® CE Credit for webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below. (Not Applicable for On Demand)
CFP # (Not Applicable for On Demand)
IMCA (CIMA, CIMC or CPWA) # (Not Applicable for On Demand)
Zip Code for IMCA Submission (Not Applicable for On Demand)
CFA Institute ID (Not Applicable for On Demand)
Please submit any questions for our speakers.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and not to be comprehensive or to provide advice. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies. Securities offered through American Funds Distributors, Inc.