Join EO Albany for a powerful morning of insight as we explore how financial planning and insurance strategy work hand in hand to protect and grow your business.
💼Joe Anderson – The Anderson Financial Group
Named one of Forbes’ Best-in-State Wealth Advisors, Joe brings a strategic lens to financial planning for entrepreneurs and business owners. He’ll share how long-term financial strategy creates clarity, confidence, and resilience—especially when paired with smart risk management.
🛡️Stephen Mather – HMS Insurance
As Principal of HMS Agency, Stephen will dive into the insurance side of the equation—how the right coverage can safeguard your business, support growth, and align with your financial goals. His experience in both personal and commercial lines offers a well-rounded perspective on risk and protection.
☕Breakfast & Networking
Enjoy a delicious breakfast while connecting with fellow EO members, Strategic Alliance Partners, and guests in a relaxed, engaging environment.
