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Monday, March 6 • 2:00pm - 3:15pm
Financial Planning for the Established Business Owner

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The success of your personal financial plan is directly linked to the success of your business. But how do you move wealth accumulated in the business to your personal balance sheet in a tax efficient way? Please join fully licensed Financial Advisors, Michael Cole and Danny Harris, to learn tax efficient strategies to accumulate wealth, mitigate risk, and exit the business.

Free with your paid expo hall pass
*Schedule subject to change

avatar for Michael Cole & Danny Harris

Michael Cole & Danny Harris

Northwestern Mutual
Michael Cole and Danny Harris are licensed financial advisors with Northwestern Mutual, who specialize in supporting the health and beauty industry. Their passion stems from their connection to the industry. Michael is co-owner of Daniel Island Barbershop and Danny co-owns a salon... Read More →

Monday March 6, 2023 2:00pm - 3:15pm EST
Room 1E08