SMALL BUSINESS & SELF-EMPLOYED FINANCIAL PLANNING

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 LINC@extracobanks.com.

Image