We have had great interest in our Master the Margin webinar about Personal Financial Planning for the Pharmacy Owner. Our guests were Elizabeth A. Delude, CFA® and Walker W. Phillips, CFP®, CIMA® who are portfolio managers for Palladium Registered Investment Advisors. In this webinar, they provide insights for your personal financial planning, including investing, retirement and estate planning.
Your pharmacy business is the primary vehicle for building personal wealth. Keep it healthy by proactively managing your cash flow, profit margins and tax impacts. With a strong financial foundation, you can plan for retirement and build a healthier estate for you and your family. The counselors and advisors at Sykes & Company, P.A. are here to help you.
Call us with any questions about your current and future business goals.
You may also be interested in this podcast episode with Scotty Sykes, CPA, CFP® about positioning your pharmacy as a healthcare center for your community.