Protecting What You've Built

Join us for an informative in-person event for business owners who want to protect their business, family, and legacy. Hear practical guidance from local professionals on financing, succession planning, trusts, and investment strategies for businesses. Dinner will be provided.

Topics Include:

• Business lending, business development, and SBA financing services — Maria Bancroft, Business Development/Commercial Loan Officer, FCNB Bank
• Avoid Probate: Business Succession and Trust Planning — Michele Kelsaw, Owner and Managing Attorney of MK Legal Planning
• Types of investment accounts for businesses — Aaron Jeffers, Financial Advisor, FCNB Bank

Come with questions and curiosity. Leave with practical ideas to help safeguard what you’ve worked so hard to build.

Event Venue & Nearby Stays

Phelps Connections for Seniors-Phelps Health Conference Room, 12200 Dillon Outer Drive, Rolla, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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