Create Great Business: Financial Confidence Workshop

In this workshop we’ll provide financial strategies for business owners. We’ll cover topics such as Employee-Sponsored Retirement Plans; the types, the tax benefits, and the implementation process. We’ll also discuss how they support business growth, attract worthwhile talent, and keep you competitive in the marketplace. Additionally, we’ll touch on investment accounts for businesses as well as executive level insurance planning to mitigate risk. Regardless of whether your business is small or large, growing or stabilizing; utilizing financial strategies designed specifically for business and business owners will help you rise above the rest.

Key takeaways include:

• Selecting and implementing Employee-Sponsored Retirement Plans
• Mitigating risk with Executive level insurance planning to help prepare for unplanned business interruption
• Managing cash reserves to work more efficiently for long-term goals

The Business Growth Workshops focus on developing business knowledge and sharing best practices through providing hands-on time with subject matter experts. In 2023, we are excited to offer a variety of workshops focusing on 6 key topics including human resources, finance and budgeting, marketing and more. ​