A Citizens and Citizens Wealth Management thought leadership panel discussion on business exit planning, and setting up for a successful retirement, sale, exit of business.

Panel Guest Speakers:

• Andrea Diaz, CPA, MST, SKC & Co. CPAs
• Damien Weinstein, Attorney, Weinstein + Klein
• Lara Ferguson, Senior Financial Planner, Citizens Wealth Management
• Shalini Guglani, Wealth Divisional Director, Citizens Wealth Management (MC)
• Nuno Francisco, Business Banking Market Executive (Moderator)

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