Typically, 75% of a business owner’s net worth is in his or her business. How do you translate that business value into retirement income? And how do you reach your goals without giving too much away? This PENTalkTM delves into how you transition from active business owner to happy retiree.
Mary Read CPC, QPAhas more than 30 years of experience supporting financial advisors and designing and establishing qualified plans for closely held businesses. Read is a frequent speaker and contributor to financial industry publications, teaches pension classes for financial professionals of major financial institutions, and has been a featured speaker at national meetings for the Society of Financial Service Professionals, the Association for Advanced Underwriting (AALU), LIMRA, Million Dollar Round Table (MDRT) and the Form 400. She is the National Director of Qualified Plan Marketing for Pentegra.