Business U: Aligning Your Personal and Business Goals

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Name: Business U: Aligning Your Personal and Business Goals
Date: October 24, 2018
Time: 6:00 PM - 8:30 PM EDT
Business U
Event Description:

Financial Decision Making for Business Owners

As a business owner, your time is consumed with building a better, more profitable and hopefully more valuable business. Unfortunately, that often means deferring many important personal financial decisions to the future.

This course will help you understand the various business and personal financial decisions that should be incorporated into your long-term thinking. Most importantly, you will gain a better understanding about steps you can take now to help provide a more financially secure future for yourself, your family, your business and your employees.

Who should attend?

The material presented in this course is designed for successful – and busy—business owners to refresh their understanding of key business financial concepts.

Objective education and course textbook

This course is for educational purposes only. Unlike financial seminars that focus on a specific topic, Business U is a comprehensive course to help you see the big picture. You’ll receive an in-depth course workbook with important information about business planning concepts and tools. The workbook is designed to follow the curriculum and serve as a reference tool in years to come.

Insights and tools that make a difference

By gaining relevant insight about important business and financial concepts, you will become an advocate for your own needs and be better positioned to utilize the expertise of your existing team of advisors. This course is intended to provide you with the stepping stones to move forward on a path to accomplishing your personal objectives.

Optional consultation

If you have any questions personal to your specific business, you may arrange a private meeting after the course is complete. This no-obligation consultation is complimentary for class attendees and is 
not required.

An estimated value report can be provided. This is an estimated value of your business that can be used for buy-sell strategies, exit and transition strategies, estate planning and retirement analysis.1

Course outline

  • Understanding your finances

  • Understanding your business

  • Business valuation

  • Business continuation agreements

  • Employee compensation and benefits

  • Employer-sponsored retirement plans

  • Key employees: Compensation and employment agreements

  • Business succession: Understanding your options

  • Advanced estate planning issues


1Please Note: The estimated value report shall not be used for any purpose with state and/or federal taxing or other authorities. It is not to be used to establish that a value is intended to be legally exact and/or having a binding legal effect or to determine adequate (as opposed to minimum) levels of life 
or business insurance coverage. The estimated valuation is not to be relied upon for purposes of the sale of Client's business, calculating estate or gift tax obligations, calculating Income tax obligations and other taxes or any other purpose requiring a precise or definitive valuation.

Please keep in mind that the primary reason to purchase a life insurance product is the death benefit. Life insurance products contain fees, such as mortality and expense charges, and may contain restrictions, such as surrender periods.

Many of the topics that we will discuss in this course have financial, legal, and tax implications. The information is not intended to be specific business. Rather it is intended to be of a general nature. Please understand that none of the information should be construed as tax or legal advice.

Securian Financial Services, Inc
Securities Dealer, Member FINRA/SIPC. Registered Investment Advisor • 400 Robert Street North. St. Paul, MN 55101-2098 • 1-800-820-4205 ©2017 Securian Financial Group, Inc. All rights reserved.
F89222-3 10-2017 DOFIJ 10-2017 255960

Wilmington University Classroom PEO 209

Date/Time Information:

Oct 22 & 24 from 6-830

  • Presenters – Wm. Jason Hagerman, CFP®, AIF®, CPFA, CLTC & Ketul Mody, CFP®

Oct 23 & 25 from 8-1030

  • Presenters - C Neil Stalter, CFP®, ChFC® & Nick Vali

Contact Information:
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