Start Date and Time
June 18, 2013 2:00 PM
End date and time
June 18, 2013 3:00 PM
Time zone:
(GMT-05:00) Eastern Time (US & Canada)
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Host: Bob Rosone, Director - Deloitte LLP1 Intermediate CPE Credit: Specialized Knowledge & Applications
Many private business owners view succession planning as strictly a business issue. But what about retirement planning for owners, other executives, and their families? We'll discuss:
Retirement goal setting, including determining what assets and income may be needed for expected lifestyle and spending.
Building in assumptions for possible inflation, taxation, rates of return on assets, and non-recurring, big-budget expenditures.
Analyzing whether selling the business should contribute to retirement, and ways to obtain money from the business at retirement.
Hear results from a Deloitte survey about private business owners and their views on retirement, and learn about the valuable role of retirement planning in business succession.
Please note: CPE Credit is not available for viewing archived programs.
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