Upcoming Events, Courses, and Talks

Learn with Bank of America: Financial Planning for Business Owners

Building personal wealth while growing your business requires strategic planning and expertise. This workshop addresses the unique financial planning needs of entrepreneurs, providing valuable insights to help you secure your financial future.

Led by Caroline Norris-Jones, Financial Advisor at Merrill Lynch Wealth Management, this presentation offers a comprehensive approach to managing wealth as a business owner. The workshop covers essential topics including:

• Creating personal wealth through effective financial planning
• Accessing capital through various financing options
• Protecting your assets with appropriate insurance strategies
• Planning for a successful business exit
• Implementing estate planning for long-term security

Whether you're an early-stage entrepreneur or an established business owner, this workshop provides relevant strategies that can be tailored to your specific stage in the business lifecycle. You'll gain practical knowledge to help you make informed decisions about your personal finances while building and protecting your business.

Who Should Attend: This workshop is specifically designed for:

• Business owners looking to balance business growth with personal wealth creation
• Entrepreneurs concerned about retirement planning and financial security
• Family business owners considering succession planning
• Business founders contemplating an exit strategy within the next 5-10 years
• Established business owners seeking to optimize tax strategies and asset protection
• Any entrepreneur wanting to separate personal finances from business finances