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Creating A Master Money Plan for You + Your Business

In this workshop, we will discuss the financial obstacles and opportunities facing Entrepreneurs and Small Business owners. We will discuss, in depth, various tax strategies (I will bring in a CPA to co-host), risk analysis and investment strategies to create a master plan for financial success, such as:

  • Retirement plans for small businesses
  • Disability and Life Insurance
  • How to properly set up your business (LLC, S Corp, Partnership, etc)
  • Identify any recent and proposed changes to the tax law that may affect you and your business
  • How to maximize your tax savings as a small business owner

Ticket: $35

Jane E. McAuliffe, CDFA
Certified Financial Planner