Mastering Cash Flow Management: Projections and Strategies for Business Success during Retirement; presented by Drew Saberhagen, Izett Garnett, and Anthony Sands

This program explores how to project retirement income, manage expenses, and build strategies for lasting financial security.  In this program, participants will learn practical ways to maximize income, reduce risks, and maintain flexibility throughout retirement.  We will also discuss: the transition period between selling and retiring, how owners can prepare their companies for sale, how to ensure leadership continuity and how to maximize value through a smooth handoff.

Learning Objectives:

1) Analyze retirement cashflow using CFO-level financial modeling techniques.

2) Evaluate strategies for optimizing income streams, tax efficiency and investment withdrawals.

3) Apply integrated planning methods to balance financial stability with lifestyle goals.