Financial Strategies for Business & Personal Success

Financial Strategies for Business Success

  • Face to Face


Planning for retirement can be overwhelming, especially for a small business owner. However, the earlier you start preparing for this chapter, the smoother your transition will be. Join Financial Advisor, Jessica Barron, CFP, as she discusses key steps small business owners can take in achieving personal and business financial goals

Topics include:

  • Various banking, retirement plan and insurance options
  • Valuable strategies that can help you create value outside your business
  • Strategies for building, creating value and protecting your business

Course Outline:

  • Common issues facing small business owners
  • Key Steps toward Achieving Your Personal and Business Financial Goals
  • Building Your Business
    • Time management
    • Attracting and retaining employees
  • Creating Value Outside Your Business
    • • Retirement plans for businesses with no employees
    • • Retirement plans for businesses with employees
  • Preserving Your Business
    • Key person disability insurance
    • Key person life insurance
    • Deferred compensation
    • Buy-sell agreements
    • Disability insurance
    • Life Insurance Retirement Plan (LIRP)
    • Estate consideration

Cost: Free

Registration link:

Co-hosted by: Edward Jones and Columbia College


  • Edward Jones - Jessica Barron, CFP
  • Columbia College