Speakers: Ellen Clark, David Stahl
Moderator: Mark Corombos
Date: April 9, 2025
Time: 1:00 – 1:45 p.m. ET
PMCF Investment Banking Managing Director Ellen Clark joins Plante Moran Wealth Management Partner David Stahl for the Learn Lead Legacy Webinar series. Their session, “Financial planning for business owners — Navigating uncertainty” will delve into strategies to effectively help manage and navigate both personal and business strategies amid ever-changing economic landscapes.
The discussion will include financial challenges business owners encounter and how to overcome them, planning for future business transitions and how to help proactively position yourself and your business now for an optimal outcome later, and strategies to maintain a healthy balance between personal and business financial goals.
