# Event Details - **Event Name**: For Financial Advisors: When the Business Is the Retirement Plan - **Event Start and End Date**: Thu, 02 Jul, 2026 at 08:30 am – Thu, 02 Jul, 2026 at 10:30 am - **Event Description**: How to become more valuable to business-owner clients by understanding the business value risk behind their wealth planAbout this EventThe Hidden Risk in Every Business Owner’s Wealth PlanHow Financial Advisors Can Better Serve Business Owners by Understanding Business Value RiskMost business owners expect their company to play a significant role in funding retirement, creating liquidity, supporting family wealth, or eventually transitioning into their next chapter.Yet for many owners, the business is both their largest asset and the least understood component of their financial plan.Join us for an interactive in-person workshop designed specifically for financial advisors and wealth managers who work with business-owner clients and want to deepen their value, strengthen client relationships, and become a more strategic part of the advisory team.During this session, we’ll explore how business value, owner dependency, transferability, and exit readiness can significantly impact a client’s financial future—and how advisors can identify these risks long before an owner is preparing to sell.What You’ll LearnHow business value risk affects retirement and wealth planningWhy owner dependency can create hidden vulnerabilities in a client’s financial futureQuestions every advisor should be asking business-owner clientsHow to identify when a retirement plan relies on an untested business valuation assumptionWays to collaborate more effectively with CPAs, attorneys, business value advisors, and exit planning professionalsPractical strategies for becoming a more trusted advisor to business ownersWho Should AttendThis event is ideal for:Financial AdvisorsWealth ManagersFinancial PlannersPrivate Client AdvisorsProfessionals who regularly work with business-owner clientsWhy AttendThe more clearly you understand the business behind the balance sheet, the more valuable you become to the owner.You’ll leave with practical insights, better questions to ask, and a framework for helping business-owner clients align their wealth plans with the realities of their most important asset.Networking OpportunityConnect with fellow advisors, wealth professionals, and specialists who serve business owners throughout the Denver business community. Enjoy meaningful conversations, share best practices, and build relationships that can lead to stronger client outcomes and referral opportunities.Space is limited. Reserve your seat today. - **Event URL**: https://allevents.in/arvada/for-financial-advisors-when-the-business-is-the-retirement-plan/100001991575330425 - **Event Categories**: workshops - **Interested Audience**: - total_interested_count: 0 - **Event Highlights**: - Duration: 2 hours - Location: Thrive Workplace Arvada - Languages: English ## Ticket Details - **Ticket Price Range**: min: 0, max: 0, currency: USD ## Event venue details - **city**: Arvada - **state**: CO - **country**: United States - **location**: Thrive Workplace Arvada - **lat**: 39.7965453 - **long**: -105.1372887 - **full address**: Thrive Workplace Arvada, 5610 Ward Road, Arvada, United States ## Event gallery - **Alt text**: For Financial Advisors: When the Business Is the Retirement Plan - **Image URL**: https://cdn-az.allevents.in/events3/banners/c4b168c43c1fb1076e134d616f107cbf2659281f76cd4ff4f0dad7c5a1981eb5-rimg-w1200-h600-dcf1f5f9-gmir.jpg?v=1781596085 ## FAQs - **Q**: When and where is For Financial Advisors: When the Business Is the Retirement Plan being held? - **A:** For Financial Advisors: When the Business Is the Retirement Plan takes place on Thu, 02 Jul, 2026 at 08:30 am to Thu, 02 Jul, 2026 at 10:30 am at Thrive Workplace Arvada, 5610 Ward Road, Arvada, United States. - **Q**: Who is organizing For Financial Advisors: When the Business Is the Retirement Plan? - **A:** For Financial Advisors: When the Business Is the Retirement Plan is organized by Denver Business Coach. - **Q**: Who is this event for? Is it right for me? - **A:** For Financial Advisors: When the Business Is the Retirement Plan is ideal for curious learners, students, and skill-builders looking to gain hands-on knowledge and practical expertise in a focused, interactive setting. Whether you're a first-time attendee or a longtime enthusiast in Arvada, this event is thoughtfully curated to deliver a standout experience worth every moment. 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