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Financial Planning for Business Owners

  • 140 Whittington Parkway Louisville, KY, 40222 United States (map)


Certified Financial Planner, Dylan Cole and his partner Jake Hughes from Northwestern Mutual will be joining us on July 30th to educate on financial planning concepts as a business owner. They will discuss how to create financial freedom through comprehensive financial planning. Their goal for everyone attending--to be empowered with some good strategies and habits to create financial security, while teaching how to protect against the risks that could keep you from attaining your goals. Here are some topics they plan to cover:

  • How to create your own benefits as a business owner

  • Unique ways to mitigate taxes as a business owner

  • Business succession planning & buy-sell agreement funding strategies

  • Debt Management Planning

  • Cash flow management

  • Retirement planning

 

 

Earlier Event: July 20
Business Plan Boot Camp
Later Event: August 7
YELP 101 (WEBINAR)