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Joe Brezden at the Lincoln Financial Fall Forum

Joe Brezden at the Lincoln Financial Fall Forum

November 13, 2018

Joe Brezden, co-founder of Brezden Wealth Advisors, was asked to present at the Lincoln Financial Fall Forum in Dallas, Texas in early October. This three-day continuing education event brought in financial advisors from all over the country to come and learn best practices in the areas of business owner planning, estate planning, retirement planning, and investment planning. Joe presented a business owner case study on a family-owned business. His presentation touched on:

  • Business strategies for “stay and grow owners”
  • Assistance on accessing capital
  • Developing a proper Buy/Sell Agreement
  • Generational business continuity

Joe’s presentation was the highlight of the event for many of the attendees. In addition to being thorough and thoughtful, Joe has a personal passion for the subject matter which comes through in his presentation style.