Investment Planning for Business Owners

Presented by Financial Advisor Angela Linder

Join SDBA and Bank of America for a conversation designed to help business owners better understand investment planning, retirement strategies, and long-term wealth building.

Business ownership creates both opportunity and complexity. This workshop will explore how investment planning can support your personal financial goals while also strengthening your long-term business strategy.

Topics include:
• Goal-based investment planning
• Investment strategies and portfolio guidance
• Retirement planning options for entrepreneurs and small businesses
• Wealth-building strategies for business owners and teams

Whether you are preparing for the future, planning for retirement, or looking to build long-term financial stability, this session will provide practical insights and resources to support your next steps.