Know the Value of Your Business - Networking and Workshop

​Welcome to Know the Value of Your Business!
Knowing the value of your business is key to protecting it and maintaining its viability.
Join Touchstone Wealth's Financial Wellness Workshop on “The Importance of Knowing What Your Business is Worth” for a conversation about business succession, retirement, and estate planning strategies to feel confident in what’s next.
We’ll discuss:

• ​The different approaches to valuing a business

• ​How to focus on value growth

• ​Succession and retirement planning strategies

​Who is presenting?
Daniel T. Schmaltz - CFP and Senior Vice President of Touchstone Wealth
Lisa Riley - PhD, MCBI, CM&AP, CEO & Founder of Delta Business Advisors

​Here are the workshop details – we hope you can join us!

• ​Date: November 13th, 2024

• ​Time: 5:00 - 6:00 MST

• ​Please keep RSVP up to date as we have limited seats.

​Other upcoming events: Maximizing your Social Security (Online) - See Below