Personal Financial Planning for the Small Business Owner              

Did you know that small business owners are often unprepared for their own retirement?  Don’t let this happen to you!   Come to this action-packed, one evening workshop to learn about the “Seven Roadblocks” to your personal financial success and the techniques you can use to knock down the barriers to your long-term financial security.  In this two hour session, explore the concepts and techniques used by business owners to properly plan your financial success including:  Investment and Retirement Planning, Executive Benefit Planning, Tax Deferral Strategies, Cash Flow Management, Business Protection and Succession Planning, fundamentals of Estate Planning and more!