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NAPFA Webinar - Planning Considerations for Small Business Owners

Wed, Jan 15, 2020   3:00 PM - 4:00 PM

Online Webinar, ,

Presented by:
David Blain, CEO of BlueSky Wealth Advisors in New Bern, NC
Wednesday, January 15, 2020 at 3:00 - 4:00 PM ET (2:00 PM CT, 12:00 PM PT)
Earn: 1 CFP CE and 1 NAPFA CE in A-Financial Planning Process
Member: $39; Non-Member: $59. GENESIS MEMBERS FREE courtesy of LLIS. For your complimentary registration, use the special link in the Announcement or Library section of the Genesis Community in NAPFA Engage.

Small business owners are often so busy with day-to-day business tasks that they neglect their business’s financial planning needs as well as their own. This can be a big mistake and counterproductive to all the hard work they put into building their company.

Small business owners’ personal finances are inextricably linked to their businesses, so their personal/family’s financial plan needs to be integrated with that of their business. Attend this webinar with presenter David Blain of BlueSky Wealth Advisors to learn how to begin working with this very underserved portion of the market.

Registration closes at the end of business on Tuesday, January 14, 2020.

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If you have any questions, please email info@napfa.org.

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