3 Approaches Business Owners Can Use for Planning

December 26, 2020

By Kris Maksimovich, AIF®, CRPC®, CRC®: Planning for a successful future is not a one-size-fits-all plan. Your business needs are unique from all other business owners, even if your business is in the same industry. With such a Read More...
Questions to Explore Before You Meet with Your Estate Planning Attorney

December 7, 2020

Presented by Ben Murphy, CPA, PFS™: Before your first meeting with an attorney to draft or update your estate plan, he or she may send you a Read More...
Business continuation planning depicts a clock face under water.

February 6, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: What does business continuation planning look like and who are the participants? Below is a glossary of Read More...
planning for your business future with businessman sitting at desk and holding a mobile phone

March 14, 2019

Article presented by Kris Maksimovich, AIF®, CRPC®, Global Wealth Advisors, info@gwadvisors.net, a Member of BEI’s International Network of Exit Read More...
Business Continuity Plans With Hands Shaking in Front of Business Members

November 27, 2017

Article presented by Kris Maksimovich, Global Wealth Advisors, info@gwadvisors.net, a Member of BEI’s International Network of Exit Planning Read More...