In this session you will learn about:
Three things owners can do to start the exit planning (succession planning) process; The best pre-sale-tax and estate planning opportunities; How can people prepare emotionally and financially to go from wealth accumulation to wealth utilization; Tax strategies that the wealthy are using right now; and The most important things families can do to maintain family harmony after selling a business. About John A. Warnick, Esq.
John A. (“John A”) Warnick is the founder of the Purposeful Planning Institute and Family Wealth Transitions & Solutions.
John A balances his enthusiasm for tax savings with in-depth discovery and purposeful questions to insure the planning is congruent with his client’s core values. He delivers workshops across the nation for estate planning attorneys and financial planners sharing the six paradigms of Purposeful Planning and the Seven Keys Of The Purposeful Trust (View Video).
