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Wednesday, March 8 • 12:30pm - 1:15pm
Master Planning: Strategies To Unlock The Value In Your Business

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This seminar is designed to help business owners understand how best to organize their
finances so that they can effectively analyze opportunities that can enhance their value and
allow them to plan how to maximize those opportunities. We will educate early stage business
owners on the things that can best position themselves for growth. We will educate established
business owners about how to protect themselves and how they can find value in their
business. We will educate the mature business owner on how to assess value and potentially
maximize it, and understand their potential future exit options.

avatar for Charles Kedra

Charles Kedra

Senior Partner & Director of Business Planning Services at Legacy Planning Partners, Legacy Planning Partners
Charles has over 30 years of experience helping businesses enhance their value proposition. He achieved his MBA and transitioned to New England Financial Group. After achieving his CFP®, Charles became an owner in his own business – Legacy Planning Partners. Charles has always worked with business owners in their businesses helping them to maximize the value of their business and understand the importance of having their business... Read More →
avatar for Josh Weiskopf

Josh Weiskopf

Partner & Associate Director of Business Planning Services at Legacy Planning Partners, Legacy Planning Partners
Josh has almost over 15 years of experience helping families plan for financial success. Early on he cut his teeth as an advisor with Vanguard and then Raymond James before finally settling in as a senior advisor with Legacy Planning Partners. Josh achieved his MBA along the way. He made it his commitment to provide his clients with only the highest level of attention. Maintaining objectivity and focusing on the ultimate goals of the family... Read More →

Wednesday March 8, 2017 12:30pm - 1:15pm
Workshop Room 4