Month: November 2024

Steven England discusses Risk and Volatility in Retirement Listen to the interview on the Business Innovators Radio Network https://businessinnovatorsradio.com/interview-with-steven-michael-englandpresident-of-capstone-estate-planning-discussing-risk-and-volatility-in-retirement/ Steven Michael England to discuss the complexities of navigating retirement amidst risk and volatility. Steven defines risk in the context of retirement planning, emphasizing that it relates to the potential for loss and fluctuations in the market. He introduces a method for assessing an individual’s risk and volatility score using software, highlighting that this score serves as a tool to evaluate whether clients are being adequately compensated for the risks they…

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This was a conference for business owners.  Cultivate Advisors works in the area of value acceleration.  This is a methodology developed by the Exit Planning Institute.  The business owners are working to increase enterprise value of their company.  The business is valued and pegged to best-in-class.  Our role was to educate business owners about tax strategies.  Our mission statement is:  We are your tax planning partner.  Their goal is to increase the business profits, increase the business valuation, and increase the multiple of your business in the event of an…

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