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Fall 2018
Course Catalog

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Financial Planning for Business Owners: You Have Questions; We Have Answers 216
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As an entrepreneur, your business and personal finances are inseparably linked. You have obligations to your partners, investors, employees, family—but what about you? Will your business venture fund your retirement? Your kids’ college education? Will it expand quickly enough? How do you compensate and reward your employees and yourself? What happens if you lose a partner or key employee? What happens if you’re not around? Do you have a plan? From planning techniques to help the busy business owner deal with the risks and challenges of starting, operating, and exiting a business to the business’s impact on retirement and estate planning, we’ll use real-life examples to explore strategies that create financial security for you and your business.

Please note that our instructors are hired to teach general concepts and not to provide specific investment advice to individuals. Students should consult their financial advisors or attorneys before making any investment decisions based on our instructors' classroom examples.

Sessions: 2
Dates: 11/7/2018 to 11/14/2018
Meeting Time: 
Wednesday  7:00 PM - 9:00 PM
Location:  Staples High School Room 1047
Instructor: Michael Rosenman
Fees: 
$49.00   (Class Fee)

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