Advanced Financial Management Workshop Series (Part III)
CREATING WEALTH from YOUR BUSINESS
You’ve learned to survive the ups and downs of owning a business. Your business is profitable. Now you want to leverage your business to build long-term wealth for you and your family. This workshop provided actionable steps business owners can take.
This session was presented by Eric D. Bailey, CFP, CMFC, a founder of Bailey Wealth Advisors. A Certified Financial Planner™ professional with 30 plus years of experience, Eric and his team specialize in sustainable wealth strategies for the generational security of affluent families, entrepreneurs, and small institutions throughout the Baltimore-Washington region.
Other Discussion Items
- Executive Compensation
- Tax Management
- Qualified Plans