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X-WR-CALNAME:WE Hub
X-WR-CALDESC:Women's Entrpreneurship Hub
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DTSTART;TZID=America/Chicago:20250612T130000
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DTSTAMP:20250529T141124Z
CREATED:20250529
LAST-MODIFIED:20250529
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SUMMARY:Learn with Bank of America: Financial Planning for Business Owners
DESCRIPTION:Building personal wealth while growing your business requires strategic planning and expertise. This workshop addresses the unique financial planning needs of entrepreneurs, providing valuable insights to help you secure your financial future. \nLed by Caroline Norris-Jones, Financial Advisor at Merrill Lynch Wealth Management, this presentation offers a comprehensive approach to managing wealth as a business owner. The workshop covers essential topics including: \nCreating personal wealth through effective financial planning \nAccessing capital through various financing options \nProtecting your assets with appropriate insurance strategies \nPlanning for a successful business exit \nImplementing estate planning for long-term security \nWhether you’re an early-stage entrepreneur or an established business owner, this workshop provides relevant strategies that can be tailored to your specific stage in the business lifecycle. You’ll gain practical knowledge to help you make informed decisions about your personal finances while building and protecting your business. \nWho Should Attend: This workshop is specifically designed for: \nBusiness owners looking to balance business growth with personal wealth creation \nEntrepreneurs concerned about retirement planning and financial security \nFamily business owners considering succession planning \nBusiness founders contemplating an exit strategy within the next 5-10 years \nEstablished business owners seeking to optimize tax strategies and asset protection \nAny entrepreneur wanting to separate personal finances from business finances \n
URL:https://wehub.org/event/learn-with-bank-of-america-financial-planning-for-business-owners/
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CATEGORIES:In-Person
LOCATION:1623 W Fulton St, Chicago, IL 60612
ATTACH;FMTTYPE=image/png:https://wehub.org/wp-content/uploads/media/397ed95e9be-d8fd-4685-99b6-d09f9d1ecb50.png
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