Planning for the Worst, Preparing for the Best

October 28, 2020

When it comes to business protection strategies, one of the most important tools available to small business owners is a comprehensive and properly funded buy-sell agreement. Our speaker will discuss the misconceptions and unknowns around buy-sell agreements and how using a special purpose LLC can reduce taxes while also making your business easier to sell.


Charting the Course: Succession planning for your business’ next chapter

October 14, 2020

Deciding when and how to sell their business is one of the most consequential decisions small business owners make. Join Michael Geeraerts of Guardian’s Business Resource Center and Andrew Hirschler from Pershing as they discuss the importance of having an effective business succession plan in place. 


Become a talent destination: Attracting and retaining talent during COVID-19

September 30, 2020

Join our webinar with Travis Scribner of WestPac Wealth Partners to learn how to retain top talent during the pandemic and how to be more proactive on cash flow if employees don’t return to work.


Your year in review: How to maximize your policy review to achieve financial confidence

September 16, 2020

Our speakers will share how to maximize the impact of a small business policy review to ensure the protections you have in place are working for you and that you know how to modify them to meet your changing situation.


The Wealth Factory: Improving millennials' financial literacy and wellness

September 2, 2020

Angel Rich, the founder and CEO of The Wealth Factory, discuss how her small business adapted amid the COVID-19 pandemic, what equal opportunity financial literary means for millennials, challenges and advantages entrepreneurs have at this time and fiscal sustainability going forward.


Creating stability during COVID-19: A small business strategy for survival

August 19, 2020

Millions of small companies have faced what to do when their world gets turned upside down by a game changing pandemic. Hear the story of Doris Kaiser, CEO and managing partner at Zeldis Research Associates, and learn how she and her team successfully stabilized the business when no traditional management tools or financial indicators seem to apply.


Lessons in resilience: A small business story of reopening and thriving during COVID-19

August 5, 2020

Reopening your business presents many challenges. Business owners are coming up with creative solutions to face heightened safety measures and to retain employees and customers during COVID-19. Join us for a discussion with small business owner Rosanna Dovgala of Sierra Health Group, who will share her company’s successes during the pandemic.

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