Welcome back to the CASE STUDY Series.
This week we are going to talk about the special requirements for business owners who are preparing for retirement.
Trudy and Brian are 56 and 55 year olds who’s children are grown and left the nest and they have children of their own. Three years ago Brian started a business as an electrician after spending 25 years in the industry working for others. Trudy works part time in the business doing the administration and bookings for clients.