About this Event
You’ve spent years building a business that supports your family and community — now it’s time to protect it.
This engaging seminar will show you how to protect your sweat equity and preserve your personal wealth, while also guiding you through the often-overlooked steps of succession planning.
Discover how to work towards building your net worth, protect your assets, and exit your business on your own terms.
Tailored for contractors, service pros, and hands-on business owners.
This is the financial playbook you didn’t know you needed.
No fancy suits. No boring talk. Just real strategies for real businesses.
COMPLIMENTARY DINNER EVENT
This seminar and sales presentation is for informational purposes only. This represents an understanding of generally applicable rules. New York Life Insurance Company, its agents or employees may not give legal, tax or accounting advice. Attendees should consult their own professional advisors prior to implementing any planning strategies.
Event Venue & Nearby Stays
Cocina 214, 151 East Welbourne Avenue, Winter Park, United States
USD 0.00
