Finances for Family Business Peer Group

Applications in Financial Planning

Financial planning has many applications beyond planning for retirement. Family business owners are intimately aware of the connection between their personal financial health and the success of their business. However, the financial health of their employees and family members (especially those in line for succession) is equally critical. 

Jon Cleary and Brian Moore, Financial Advisors with The Fortis Group at Morgan Stanley will be discussing the many different applications of financial planning and how that translates into running more successful companies.

Generously sponsored by The Fortis Group at Morgan Stanley