Safe Money & Smart Business Strategies: End-of-Year Seminar
Overview
Secure Your Business. Protect Your Wealth.
Join us for an exclusive End-of-Year Financial Security Strategy Seminar designed specifically for business owners, entrepreneurs, and established professionals. This high-impact session will walk you through the most effective ways to protect your assets, reduce taxes, and position your business for long-term security.
With markets shifting NOW is the time to make strategic moves that protect your business and your personal wealth.
What We’ll Cover
- How to keep your money safe during recent uncertain times
- Properly structured life insurance for business owners
- Wealth preservation: keeping assets in the family
- Business valuation essentials
- Simple tax strategies that save mon
This seminar is designed to give you actionable guidance, not theory. You’ll leave with clarity on what steps you need to take before year-end to protect what you’ve worked for.
Who Should Attend
- Business owners
- Entrepreneurs
- Independent contractors
- Ambitious earners
Limited Seating
This is a intimate, focused training.
Good to know
Highlights
- 1 hour 30 minutes
- In person
Location
433 Plaza Real suite 335
433 Plaza Real
#suite 335 Boca Raton, FL 33432
How do you want to get there?
Frequently asked questions
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