Nick Manolakis
SCORE Western Massachusetts


Thursday, February 18, 2021 from 12:00 PM to 1:15 PM EST

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Nick Manolakis is a financial planner with Charter Oak Financia, Nick established his practice in 2012 after one of the firm’s senior planners, for whom Nick had been an intern, noticed his aptitude for the business.

Today, Nick focuses on retirement planning and risk management for families, teachers, first responders and small businesses. 

An active member of the Wilbraham community, Nick is a volunteer with his local chapter of Big Brothers Big Sisters, serves as the chairman of the Capital Planning Committee of Wilbraham; and is an active member of the town’s Senior Center Feasibility Study Committee and its finance committee


We are always looking for new SCORE volunteers willing to share their time and experience with new and established entrepreneurs so our business communities can thrive and grow.

If you think you'd like to give back and help someone go forward with their dream, 

Click Here to Learn More about becoming a SCORE Volunteer

Simple Steps for Exiting Your Business

CORE has partnered with MassMutual to equip new business owners with guidance on how to exit their business.  By taking into consideration succession planning, retirement planning, and estate planning, business owners can begin to develop a strategy to secure their future and the future of their business.  This program focuses on the tactical steps business owners can take now to create a plan for exiting their business smoothly.   

This program is a call to action for business owners to develop a plan for exiting their business, or assess the current plan they have in place to ensure their future success.  To accomplish this, the program is broken down into three chapters:

  1. Succession Planning
  2. Retirement Planning
  3. Estate Planning

Part 3: Estate Planning  Ultimately, this workshop will culminate discussing multiple future planning scenarios, including the difference between estate reduction, liquidity and equalization, andthe planning documents needed to leave a lasting legacy. It is never too early to start planning ahead!