May 14, 2020 - Financial Services Webinar BDFS Webinar - 05.14.20 | Page 5

NEW ECONOMIC OUTLOOK ‣What can I do to positions myself for success? • Capitalize on your close relationship with current business advisors • Add an advisor: Start meeting regularly with your CPA, Attorney, Financial Advisor • Meet with your financial advisor and business advisor together • Revisit your current business and financial plan • Marry financial planning opportunities with tax opportunities 5