1 hr 5 min
Ep 77. The Popeye Plan For Business Owner Succession Planning The Family Biz Show
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- Entrepreneurship
Ep 77 - The Popeye Plan For Business Owner Succession Planning
Join us as we dive deep into Popeye Plans with Gary Shepherd, CFP®,CBEC®,ChFC,CLU as we discuss the history of and what exactly Popeye Plans are, how they work and some tips on successful business transition. Don’t miss it!
OUR GUEST
Gary K. Shepherd
CFP®,CBEC®,ChFC,CLU
"I have run a fee based financial planning practice for the last 30 years dedicated to helping clients achieve their personal and business financial planning objectives. Shepherd Financial Group (SFG) works exclusively with a small group of successful physicians and affluent business owner clients.
They choose to work with us because of the unique perspective and creative solutions we bring to their situation as well as our ability to work with and enhance the value provided by their existing advisors. While our clients are located across the country, I am based out of Virginia Beach, Virginia".
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If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to producer@thefamilybizshow.com or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form!
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CRN-5438573-013023
Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances
Gary Shepherd is a registered representative of Lincoln Financial Advisors Corp. Shepherd Financial Group is not an affiliate of Lincoln Financial Advisors Corp
Ep 77 - The Popeye Plan For Business Owner Succession Planning
Join us as we dive deep into Popeye Plans with Gary Shepherd, CFP®,CBEC®,ChFC,CLU as we discuss the history of and what exactly Popeye Plans are, how they work and some tips on successful business transition. Don’t miss it!
OUR GUEST
Gary K. Shepherd
CFP®,CBEC®,ChFC,CLU
"I have run a fee based financial planning practice for the last 30 years dedicated to helping clients achieve their personal and business financial planning objectives. Shepherd Financial Group (SFG) works exclusively with a small group of successful physicians and affluent business owner clients.
They choose to work with us because of the unique perspective and creative solutions we bring to their situation as well as our ability to work with and enhance the value provided by their existing advisors. While our clients are located across the country, I am based out of Virginia Beach, Virginia".
-------
If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to producer@thefamilybizshow.com or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form!
---
CRN-5438573-013023
Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances
Gary Shepherd is a registered representative of Lincoln Financial Advisors Corp. Shepherd Financial Group is not an affiliate of Lincoln Financial Advisors Corp
1 hr 5 min