Safe Money & Smart Business Strategies: End-of-Year Seminar
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Safe Money & Smart Business Strategies: End-of-Year Seminar

By Ed's Insurance Agency & Tax Services of Broward County

Overview

Take control of your money and your business before 2025 ends. Join our lunch-and-learn for safe money, tax strategies, & business planning.

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.

Category: Business, Finance

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

Organized by

Free
Dec 6 · 11:30 AM EST