Can't Miss - Financial Business Planning Workshop for Business Owners

Join us for an educational workshop with Thrivent Financial Advisors George Dan and John Furjanic, C.F.P., and special guest Thrivent Regional Business Development Consultant, Eric Murphy, C.E.P.A.

We will provide an overview of how we work with business owners and discuss strategies and solutions that can help your business succeed.

Explore how to identify, protect and enhance your personal and business future.

  • Identify your wealth goal, wealth gap and business value
  • Protect what you've built and retain top talent
  • Incorporate tax-efficient solutions

 

Breakfast will be served. 30 participants max. Free entry.

Agenda:

7:30 AM - door open

7:30 - 8:15 AM - breakfast and networking

8:15 - 9:15 AM - workshop

9:15 - 9:30 AM - Q&A

Can't Miss - Financial Business Plann...

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Date and Time

Thursday Nov 21, 2024
7:30 AM - 9:30 AM CST

7:30 AM to 9:30 AM
 

Location

Falcon's Handcrafted Sandwiches
1968 West Lawrence Ave, Chicago IL 60640
 

Fees/Admission

none

Website

https://connect.thrivent.com/oakmont-financial-group

Contact Information

George Dan
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