Considerations for Business Owners When Planning for Transition

Are you retired or close to retirement?

Collinsville Bank – A Division of Northwest Community Bank and Connecticut Wealth Management, LLC (CTWM) are offering a free workshop to help business owners create a succession plan to build a personal retirement strategy and ensure their business is in good hands when the time comes.

  • Date: Friday, March 17, 2023
  • Networking & Breakfast: 7:30 am to 8:00 am
  • Presentation: 8:00 am to 9:00 am
  • Location: CTWM Collaboration Space at 281 Farmington Avenue Farmington, CT 06032
Denis M. Horrigan, CFP, CEPA, Partner & Co-founder at CT Wealth Management

Denis M. Horrigan, CFP®, CEPA
Partner & Co-Founder
Connecticut Wealth Management, LLC

jessica-dodge-headshot

Jessica Dodge, CEPA
Director of Momentum for Business Owners
Connecticut Wealth Management, LLC