Sharing Knowledge Series is a video and podcast series that brings you insights on banking from the perspective of business owners, insurance agents, and individuals from all backgrounds with the same passion for the pursuit of financial freedom.
Each episode, host Kevin Vonderau is joined by industry experts and partners. Together, they’ll exchange ideas, highlight best practices and address top business challenges to help you succeed.
Have questions? Email westfield-bank@westfield-bank.com.
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
All content for Sharing Knowledge Series is the property of Westfield Bank and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Sharing Knowledge Series is a video and podcast series that brings you insights on banking from the perspective of business owners, insurance agents, and individuals from all backgrounds with the same passion for the pursuit of financial freedom.
Each episode, host Kevin Vonderau is joined by industry experts and partners. Together, they’ll exchange ideas, highlight best practices and address top business challenges to help you succeed.
Have questions? Email westfield-bank@westfield-bank.com.
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
Succession Planning: How to ensure your business will thrive without you
Sharing Knowledge Series
32 minutes 49 seconds
3 years ago
Succession Planning: How to ensure your business will thrive without you
The thought of retirement or what’s next for you and your business is intimidating. But like many big decisions you make throughout your career, thoughtful planning will help set you up for success. That’s why in our 19th episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, sits down with Gary D. Sirak, CLU®, ChFC®, president of Sirak Financial Services (https://www.sirakfinancial.com/) and author of How to Retire and Not Die: The 3 Ps That Will Keep You Young and Mark Dorman, AIF, CLU®, ChFC®, CFBS, CEPA, president & CEO of Legacy Business Advisors Ohio (https://www.legacybusinessadvisors.com/) and Contributor to Forbes Business Council.In this episode, Kevin, Gary, and Mark discuss considerations and factors that impact personal retirement, business perpetuation, and succession planning.We want to hear your feedback. Take our survey at westfield-bank.com/sks (http://www.westfield-bank.com/sks)Have questions? Email westfield-bank@westfield-bank.com (mailto:westfield-bank@westfield-bank.com).
Sharing Knowledge Series
Sharing Knowledge Series is a video and podcast series that brings you insights on banking from the perspective of business owners, insurance agents, and individuals from all backgrounds with the same passion for the pursuit of financial freedom.
Each episode, host Kevin Vonderau is joined by industry experts and partners. Together, they’ll exchange ideas, highlight best practices and address top business challenges to help you succeed.
Have questions? Email westfield-bank@westfield-bank.com.
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
