Managing Financial Risk for Businesses
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Reduce financial risk, plan for the future, separate and protect your personal assets. Acquire critical skills for small business owners, entrepreneurs, and family businesses. Learn from the instructor and discuss in class.
What you can learn.
- Understand the financial risks you face and how to mitigate them
- Create a plan to protect your assets and your future
- Discuss the issues and decisions you need to manage your risk
About this course:
In today's business world no one can depend on a company to provide benefits and retirement savings, which creates the need for individuals to be proactive with their financial planning. Designed for entrepreneurs and small business owners, this seminar provides an overview for building a personalized financial plan to make sure you are well funded to meet future financial goals. Topics include savings for an emergency fund, college planning, pre-tax and after-tax retirement investments, as well as ways to manage and reduce their risk. Discussions also take into consideration estate planning techniques and ways to reduce and protect your personal assets. Participants leave the class with a clearer understanding of which planning options and investment vehicles are most appropriate for building a sound financial plan.