COVID-19 Special Episode: How Can I Protect My Business?
The impact of the coronavirus is felt by small businesses and corporations alike. With roughly 40% of business owners stating their personal wealth is tied to their business, the implications for many may be steep. This episode will go beyond the coronavirus relief options available for business owners, focusing on steps one can take to safeguard their business.
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Meet the Speaker
Bryan Koepp is Wealth Planning Executive for Regions Private Wealth Management the East. Bryan’s experience includes business succession and M&A planning, as well as advanced estate and trust planning. He brings to the team more than 20 years of wealth management experience, the past four with Regions. In addition to earning his law degree, Bryan is also a CERTIFIED FINANCIAL PLANNER™ practitioner and a registered Trust & Estate practitioner with the Society of Trust and Estate Practitioners for international planning. Want to find an advisor like Bryan? Contact a Wealth Advisor today.
Listen to More in Our Podcast Series
Our Regions Wealth Podcast empowers you to be smart about life's financial challenges. Gain confidence in your personal or business financial strategy. Listen to more episodes to hear how experienced wealth advisors approach the big financial questions we all face.
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