Speaker Series: Avoiding the Pitfalls of Exiting Your Business and Retirement Planning
Do you believe that your business is your primary retirement plan? Do you have a succession plan and if so, does your plan involve family members and employees? Have you thought about the psychological implications of retirement?
No matter where you are in your business journey, it is critical to consider these questions and put plans in place. Join me for this one hour workshop where we explore frequent pitfalls when considering exiting your business and retirement and how to avoid them.
Mike Murray, AIF®, CPFA is President of Peabody Wealth Advisors, a Financial Services Firm based in Danvers, MA. Mike has over 20 years of experience in the financial services industry. Mike provides personalized advice to his clients to help them work towards achieving their financial goals.
The clients he serves best are:
➢ Clients from “5 to 5”- $500,000 to $5,000,000 in investable assets who are looking to plan for life goals such as retirement, education, and legacy planning.
➢ Female clients. Mike has a deep understanding of financial planning issues that are unique to women and their families.
➢ Clients who are business owners, professionals and not for profit organizations ➢ Clients looking for comprehensive goals based financial planning and wealth management strategies for the needs of the different life phases
➢ Clients looking for business or personal risk management solutions involving life, long term disability or long-term care
➢ Clients who value our professional advice, are willing to implement that advice and are seeking long term strategies versus short term results
▪Mike holds FINRA Series 7, 63, and 65 securities licenses with LPL Financial, the Accredited Investment Fiduciary®, and Certified Plan Fiduciary Advisor designations and is a Massachusetts Licensed Insurance Advisor and Licensed Insurance Agent in multiple states.
▪ Mike graduated from North Adams State College with a B.S. in Business Administration with concentrations in Finance and Management.
▪ Mike gives back professionally and personally to the communities he serves through donations of his time, expertise, and financially to various community organizations including Northeast ARC and the Peabody Chamber of Commerce, where he served as Chairman of the Board and on various investment and finance committees.
Financial Planning, Securities, and advisory services offered Through LPL Financial, a registered investment advisor. Member FINRA &