Skip to Content

Dawn Jinsky discusses retirement tips for business owner clients with ThinkAdvisor

July 20, 2023 In The News 5 min read
Authors:
Dawn Jinsky Wealth Management
Dawn Jinsky sat down with ThinkAdvisor to discuss how advisors should approach retirement for business owner clients. 
Business professional in a modern office discussing retirement tips with clients.Plante Moran Wealth Management (PMWM) partner and leader of estate and business transition planning practice, Dawn Jinsky, recently sat down with ThinkAdvisor to discuss how advisors should approach retirement for their business owner clients.

Many business owners face unique challenges as they approach retirement. Often, these challenges are not as straightforward as they may seem and can take years of planning to execute. Dawn dives into what advisors should do to prepare their business owner clients for a liquidity event, meet their estate planning needs, and set them up for a successful retirement.

To read the full interview, visit ThinkAdvisor below.

Related Thinking

Man sitting at a modern glass kitchen table looking out the window.
July 10, 2023

Are annuities a good choice for you?

Article 3 min read
Colorful balloons floating into the sky.
November 8, 2023

PMFA ranks on Forbes “America’s Top RIA Firms” list

In The News 1 min read
Group of financial advisors celebrating.
September 28, 2023

PMFA is named a top RIA by Barron’s for another year!

In The News 1 min read