Business & Family Finances: What to Know

400 Gannett Road,Scituate MA 02066

11 January, 2022

Description

Join us for a workshop hosted by Eric Cooper & Charlie Gable from Commonwealth Financial Group, and Sam Allen, founding attorney of Law Mom. Understanding the value of your business impacts not only your business plans, but your personal financial planning as well. It affects succession plans including your retirement and estate planning. Eric Cooper and Charlie Gable have a passion and drive to work closely with small business owners and help them implement the appropriate strategies both professionally and personally. While all business owners look at success and financial independence as a future goal, we cannot lose site of the importance of proper protection and estate planning. A thriving business can be devastated by the unexpected just as much as a family. Sam Allen brings passion and experience to help families and business owners strategize the appropriate plans to fit your wishes.