Planning for Business Owners

Recorded: Wednesday, October 27, 2021 at 12pm PT, 1pm MT, 2pm CT, 3pm ET

If you’re a small business owner, we know managing both your personal and corporate finances can be challenging.  We hope to show you through this webinar how integrating your business and personal planning can better help you reach both your business and personal goals. 

In this webinar, Alina Narr and Erich Cassidy will cover: 

• Common Mistakes made by Business Owners 
• Effective Business Structures
• Cash Flow – Evaluating and Opportunities
• Common Tax Deductions
• Business Succession Basics
• EP’s Business Planning Approach
  
  

Fill out the form to register for the live webinar!

A recording of this webinar will be sent to all registrants.