Post-Exit Planning Video 4-Managing Post-Retirement Risks (cont’d)

Please join Wayne M. Zell, Esq. for this 4th of eight videos of Episode 6: Post-Exit Planning, which focuses on managing post-retirement risks, including loss of ability to live independently, change in housing needs, death or divorce of spouse and unforeseen needs.

This is part of the 6th and final¬†Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 – October 2017. This segment was recorded on October 25, 2017. The sessions are being compiled into a book entitled “Business Success(ion) Planning“, which will be available in the Spring 2018.

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