The Entrepreneurial 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. We will look at common issues facing business owners such as financial pressures, employee retention, tax issues, banking services, business succession and estate planning. -Build your business by attracting and retaining key employees with benefits and retirement planning packages such as SEP IRA. -We will discuss Owner-only 401K, Defined Benefit, Simple IRA, Traditional 401K, and Custom Retirement Plans. -We will review various insurance products 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, Edward Jones Investments, Financial Advisor
Co-Sponsor(s): The Greater Mount Airy Chamber of Commerce
Walk-ins are welcome!
Fee: No Cost