Transform Your Business Strategies to Create a Pathway to Wealth & Legacy
Learn how to level up your business game, build wealth, and leave a lasting legacy in this online event!
Date and time
Location
Online
Refund Policy
Agenda
6:00 PM - 6:30 PM
Transform Your Business Strategies to Create a Pathway to Wealth & Legacy
6:30 PM - 6:45 PM
BESS Estate Planning Tips and Overview
6:45 PM - 7:00 PM
Question and Answer Session/Closing
Meet Our Presenter
LaShon A. Harley
About this event
Transform Your Business Strategies to Create a Pathway to Wealth and Legacy.
Is your business positioned to create wealth and leave a legacy that benefits you, your family, and key stakeholders? This transformative session will guide you through some strategies to build financial security today while planning for a sustainable future. We’ll explore different options to help you identify critical questions you would need to ask subject matter experts (financial, legal, tax, etc.) to
- Develop business strategies that generate wealth for yourself, your family, and other stakeholders.
- Safeguard your business, assets and legacy.
- Plan for seamless succession in the face of retirement, incapacitation, or passing,
- Create a framework that balances immediate financial growth with long-term impact and sustainability.
This webinar is designed to empower business owners and entrepreneurs with the insights and tools needed to protect their business, enhance its value, and secure a meaningful legacy. Whether you’re focused on today’s success or tomorrow’s opportunities, this session will provide clarity and actionable steps to achieve your goals.
Join us to start building wealth for yourself and your community—today and for generations to come.
Frequently asked questions
BESS (Beneficiary Estate Succession Strategy) gives you options to schedule a one on one consultation, attend a webina, and offer resources to help your plan come to fruition. Ensuring financial health is a part of having resources available to create a legacy for loved ones.
The presenter will likely be available to answer questions. The information for BESS is available in the materials and will be provided after the presentation.
YES! While our team is based in NC, information is general in nature and should be applicable. For BESS, resources including free, low cost and how to find professional resources in your area, will be distributed after the presentation.
This webinar will provide general information on business strategies and estate planning. Information presented does not constitute an attorney-client relationship nor will the information be considered financial or legal advice.
There are no refunds. However, each registrant will receive a copy of the presentation. If you have questions for the presenters, those will be answered as well. You may also attend another webinar in it's place should you prefer.