The Entrepreneur Equation
As a business owner, you probably have your hands full with day-to-day activities. Are you taking full advantage of the financial strategies and tools available to help you run your business more effectively? In this seminar, we will discuss ideas and strategies to effectively use banking, retirement and insurance tools to build, protect and enhance the financial security of businesses, owners and employees. Please join us as we discuss key steps toward achieving personal and business financial goals such as building and developing your business; creating value outside your business; and preserving your business. We will look at common issues facing business owners such as financial pressures, employee retention, tax issues, banking services, business succession and estate planning. The seminar will address building your business by attracting and retaining key employees with benefits and retirement planning packages such as SEP IRA, Owner-only 401K, Defined Benefit, Simple IRA, Traditional 401K, and Custom Plans. We will review various insurance products that are important to all business owners such as disability and life insurance for business owners and employees; deferred compensation to keep key employees; and life insurance funded retirement plans. Additionally, we will look at ways to create operational, business and personal financial excellence by engaging and leveraging a team of professionals (CPA, Attorney, and Financial Advisor).
Speaker(s): Audra Cox
Co-Sponsor(s): The Yadkin Valley Chamber
Walk-ins are Welcome
Fee: No Cost