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LINC

SMALL BUSINESS & SELF-EMPLOYED FINANCIAL PLANNING

Location

Event Location


25N Coworking Waco — 510 Austin Ave.
Waco, TX 76701
United States

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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]

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