Join us for an informative workshop on Tax and Exit Planning for Entrepreneurs, hosted by David Brooks (Founder & CEO of Retire SMART), Evan Marshall (Chief Tax Planning Officer), and Mike Schudel (Financial Advisor).
✅ Common tax challenges business owners encounter
✅ Benefits of a proactive financial team for tax and exit planning
✅ The SMART Model for Tax Planning:
This workshop will equip you with valuable insights to navigate tax complexities, plan your exit strategy, and ensure a smooth transition when the time comes.
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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