Financial Planning: Empowering Business Owners
Maximize your business: Create a plan to take care of yourself and your family.
This Financial Planning seminar for business will help you:
- Understand the basics of business finance and accounting
- Take advantage of the tax code to protect your wealth
- Capture the upside of your business while protecting yourself from unexpected downturns
- Diversify your assets
- Improve your employee recruitment process
- Learn how to reward and retain key employees
- Plan for succession
About the Presenters
Manolo Teijelo and Matt Appel, AXA Advisors
Manolo Teijelo has over thirty years of experience in the financial markets working with institutional equity clients at Morgan Stanley, Lehman Brothers, J.P.Morgan, FTN Equity Capital Markets, and ThinkEquity LLC. Manolo has taken experience dealing with some of the largest institutional investing clients and applied it to helping individuals and business owners reach their financial goals. Manolo is a graduate of Purdue University with a B.A. in Psychology and a graduate of the Kelley School of Business at Indiana University with an M.B.A.in Finance.
Matt Appel has been a leader in the financial services industry for over 25 years with a background in insurance and investment planning, commercial banking and tax planning strategies. Matt has earned numerous industry honors including membership in the Million Dollar Round Table, which honors the top 5% of financial advisors. Matt is a graduate of Rowan University and completed the Stonier GraduateSchool of Banking program at the University of Delaware and received a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania.
About Monmouth SCORE
SCORE Chapter 36 is located in Monmouth County, New Jersey. We offer small business entrepreneurs confidential business counseling services at no charge. SCORE volunteers have the knowledge and experience to help any small business owner get the help they need. We also provide local workshops to connect small business owners with the people and information they need to start, grow, and maintain their businesses.