Financial Planning for Business Owners

Financial Planning for Business Owners

Seminar Agenda

1) You are running a successful business. What keeps you up at night?

2) Monetizing your business while you are running it. Introduction To Financial Planning - what is it? and what is it not?

3) Areas that a comprehensive business plan covers –

* owner’s benefit(s)

* buy-sell agreement

* key person insurance

* group benefits

4) Tax efficient investing - different types of retirement accounts –

* qualified plans (401(k), profit sharing plans, pensions)

* non-qualified executive compensation plans

5) Your relationship with your financial team

6) Q & A