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Webinar: When the Business Is Personal

See how 4D PlanningTM can help business owners coordinate their business priorities and personal goals.

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For a business owner, business planning and personal planning rarely fit into separate boxes. A business can be an owner’s only source of income, the foundation of a retirement strategy, and a legacy for the next generation. Yet these overlapping priorities are often addressed in separate conversations, leaving the owner to make sense of different recommendations while also managing the day-to-day demands of the business.

Join Guardian and WestPac on Thursday, October 22 at 1 pm PT for a conversation about 4D PlanningTM, a proprietary coordinated approach that brings business decisions, personal goals, and professional guidance into one holistic strategy. We’ll discuss:

  • The reasons even owners with the right planning pieces in place can get caught up in reactive patterns, and the opportunities coordinated planning can reveal.

  • The concept of 4D Planning, and how it can shift the owner’s role from chief coordinator to informed decision-maker.

  • Four case studies illustrating how holistic planning can create flexibility, support retirement and wealth-building goals, and help preserve more business value.

  • A self-assessment to help owners identify gaps in their current approach to planning and determine appropriate next steps.

Can’t attend live?

Register to receive the on-demand replay after the webinar. Registered participants will also receive the companion white paper for a deeper look at the 4D Planning approach.

Speakers

Nancy DeRusso, Head of Client Solutions | Guardian

Brennan Drew, CExP™, Vice President and Financial Advisor | WestPac

Charles Au, CPA, Financial Representative | WestPac

Brennan Drew is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-684-6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Brennan Drew and Charles Au are Financial Representatives of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. Drew CA Insurance License #0H99258, AR Insurance License Number #16385634; Au CA Insurance License #4265084. | Charles Au is not a practicing CPA for Guardian or its subsidiaries or affiliates.