Working for you and your business

Planning for the future is a necessity, but often takes the back seat for busy business owners who are focused on day-to-day operations. This class will help you evaluate your personal and business goals, so you can be proactive instead of reactive!

Key Takeaways:

• 5 steps toward achieving your personal and business goals
• Attracting and retaining key employees with benefits & retirement planning
• Creating value outside of your business by diversifying your assets
• Retirement plans and their contribution levels, including SEP IRAs and owner-only 401(k)s
• Protecting your business with insurance
• Buy-sell agreements, succession planning, and estate considerations

*Presented in partnership with Heather Edmondson, CFP, AAMS (Edward Jones)