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Succession Planning: Investing for Retirement

Date and time

Monday, November 3, 2025 12:00 - 1:00 p.m. EST

Location

Online

Organizer

Evelyn Martinez-Rodriguez
emartinez@wbeceast.com
215-790-5017

Host organization

WBEC-East

Type of event

Resource Partner event

Event description

Investing? ESOPS? What are my options for myself and employees for longevity and opportunity as my time in the business comes to a close?

Join WBEC-East and Mckenzie Frankel of Entrust Financial LLC to discuss investment 101 and what options are available.

Register