Sales | Retail
Do you feel behind on your business goals and your personal retirement savings goals? Are you planning on selling your business to fund your retirement? This is a unique seminar that introduces you to an end-to-end approach that will help you maximize your business profits AND your personal savings.
Topics include:- Finding Focus- Debt Management - Strategic Planning- Measurement- Financial Planning- Taxes- Insurance- Investment Planning- Retirement & Estate Planning- Succession Planning Who Should Attend: Business owners, leadership teams - and spouses are strongly encouraged to attend, to be on the same page.
Class begins promptly at 9:00 - arrive early for networking!
About The Speakers: Edward Livesay is a business strategist and financial consultant with over 15 years of consultative experience. He is a trainer, speaker, a business lending resource, and a licensed life, health, and disability insurance agent. Edward's operational and infrastructure expertise, financial background, and professional network make him uniquely qualified to architect integrated business strategies for clients. Alisa Livesay is a Certified Public Accountant and Certified Financial Planner®. She has over 15 years experience working with business owners, families, and corporate executives. She is a QuickBooks Pro Advisor and a speaker on tax, financial planning, and estate planning issues. Alisa holds a Master of Finance degree and teaches in the School of Business Administration at The University of Dayton. Questions? Email email@example.com. Click the optional registration ticket above to share any other workshop preferences.
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