Business Owner's Guide to Planning for Retirement

Retire with Confidence: 12 Essential Steps for Business Owners

Are you a business owner thinking about retirement? Join us for an informative and practical workshop designed to help you prepare for your next chapter with confidence.

This session will guide you through the essential steps of retirement planning, including financial strategies, business exit planning, and long-term wealth protection. Whether you are beginning to plan or are ready to transition, this workshop will provide valuable insights to help you make informed decisions.

What You’ll Learn

• Retirement planning strategies tailored for business owners
• Important tax and Social Security considerations
• Business exit and succession planning
• Wealth protection and long-term financial security [Retire wit...you Retire | PDF]

Event Details

Date: Thursday, May 28, 2026

Time: 3:30 PM – 5:00 PM

Location: 1351 S. Redondo Center Dr. Yuma, AZ 85364 ~Classroom #164

✅ Open to all

✅ No-cost event

✅ Zoom option available upon registration

Presenter

This workshop will be led by Tim Avila, AIF®, NSSA®, Lead Wealth Advisor, who will share expert guidance on planning for a confident and successful retirement.

This program is open to all.