Puente Calzada presents three strategies to encourage entrepreneurs to save for retirement and transfer those funds from their business assets to their personal assets while also addressing risks such as disability and premature death.
Puente Calzada presents three strategies to encourage entrepreneurs to save for retirement and transfer those funds from their business assets to their personal assets while also addressing risks such as disability and premature death.
Sergio Fernando Puente Calzada, FSCP, CLI, is a founding partner of Fábrica de Futuros Viejitos Millonarios, a firm dedicated to developing retirement strategies for Mexicans worldwide. He holds a bachelor's degree in international business and a postgraduate degree in technical stock market analysis. With 18 years of experience in the financial services profession, Puente Calzada has spent 11 of those years working as a professional insurance advisor.
