Abstract: Join Amy Salo for a presentation on the most effective actions you can take today to improve your financial plan. She will share from her years of experience both wins and missteps that have had the most impact on her clients’ progress towards a future free from financial worry, and a view towards an […]
Abstract: One year after selling, 75% of business owners express regrets about their decision. Many are unprepared for the shift in identity and purpose, facing challenges in adjusting to life after the sale. Recognizing both the practical and emotional facets of business transition enables owners to be better prepared for what comes next. In this […]
Abstract: There’s more to a legacy than leaving assets to loved ones and charities after death. A legacy is the impact you want to have on others - and you can start delivering that now. When Alfred Nobel read a mistaken obituary calling him “The Merchant of Death” for inventing deadly gunpowder, he changed the […]
