This workshop provides a wide overview of several financial planning topics that are relevant to small business owners, self-employed individuals, freelancers, and sole proprietors. We will take an in-depth look at some of the most impactful planning tools and techniques available in the areas of:
-Retirement Planning
-Tax-Efficient Investment Planning
-Insurance
-Succession Planning
Lunch will be provided! Questions? Email [email protected].
Discussion
By posting you agree to the Terms and Privacy Policy.