Strategic Positioning for Business Owners: Year-End Planning
September 23 @ 2:00 pm - 3:00 pm
Business owners need to think strategically and holistically about their business and personal planning in order to anticipate, adapt and use change to their advantage. While there are obvious threats and challenges, the COVID-19 pandemic along with potential changes in tax law now present planning opportunities that could help protect your legacy and strengthen the long-term financial position of your company. Join PNC Bank professionals Mark Rheaume, Daniel Hoops and Julie Williams get back to the basics and discuss opportunities that may exist for your business in today’s new climate.
- Mark W. Rheaume, JD, CEPA, CFP ® | Senior Vice President, Senior Wealth Strategist for PNC bank
- Daniel S. Hoops, JD, CEPA | Vice President, Senior Wealth Strategist for PNC bank
- Julie Williams | Executive Vice President, National Lead ESOP Solutions & Business Succession for PNC bank