The flip of the calendar should be an indication to business to do that critical year-end planning and to focus on the important tasks that will prepare the company for 2023.
Business First gathered four financial industry experts to discuss some of the important actions to take before the year comes to a close.
On the panel were:
Jonathan Amoia – partner, managing director, certified private wealth adviser, Sandhill Investment Management.
Alan Mollot, president and certified financial planner,…
