Click here to register, tickets are $10-$35
Join us for a panel discussion with financial and insurance professionals that will cover:
Small business insurance
How to financially prepare for retirement
Small business exit strategy and planning
Who should attend this class? Business owners or sole proprietors at all stages of operation.
Presenters:
Tygue Howland of Evergreen Gavekal is a registered investment advisor serving individuals, families and organizations, often privately held business owners, with a comprehensive suite of investment management, financial planning, legacy planning, risk mitigation, taxation and other beyond wealth services. Tygue serves as a Business Development director and is a Certified Exit Planning Advisor (CEPA) who has a passion for helping business owners increase and manage the value of their business and personal assets.
Dominic Cain of Northwestern Mutual assists individuals, families, and businesses with protecting what they've built and plan for the future through comprehensive wealth & risk management planning. Whether investing or insuring, Dominic's goal is to walk people through the entire planning process in order to understand their specific needs and be their long-term resource
Hsin-Cheng Kuo of Northwestern Mutual is a Certified Financial Planner professional who leads a well-rounded practice that focuses on wealth management and holistic financial planning. Born and raised in Taiwan, she earned a BA in Transportation Management before moving to the US to pursue an MBA from Embry-Riddle.
Cost: Community Pricing $10, $20, $35 (For our webinars, we use “pay what you can” pricing to be accessible to the community.)
____________
FAQs
The webinar will take place on Zoom; the login link will be sent out before event via the email you used to register. A recording will be made available for viewing by registered attendees for about a week afterward. You must register in advance of the event. Please check your email on the day of the event or log in to Eventbrite to access webinar information.
By attending this event, you agree to be photographed and/or filmed and give permission to use your likeness in promotional and/or marketing materials.
How can I contact the organizer with any questions? Please send an email to events(at)rational unicorn dot com for any questions.
Content Not Deemed Legal Advice. No Representation Created. The information presented as part of "The More You Glow" Seminar Series (owned and trademarked by Rational Unicorn Legal Services PC) is provided for informational purposes only, and should not be construed as legal advice on any subject matter. You should not act or refrain from acting on the basis of any presented content without seeking legal or other professional advice. The content of the seminars contain general information and may not reflect current legal developments or address your specific situation or project needs. We disclaim all liability for actions you take or fail to take based on any presentation content. The act of attending a seminar as it occurs or watching/listening to a recording of one, does not create an attorney-client relationship between you and Rational Unicorn Legal Services PC.
Copyright and Reproduction Notice Copyright© 2023. Rational Unicorn Legal Services PC. All rights reserved. Any reproduction of any seminar content is prohibited other than reproductions for individual, non-commercial, and informational use. This limited permission to recopy does not allow you to modify or incorporate any portion of the contents in any work or publication regardless of the medium. You may not recopy and share reproductions with a third party without first seeking written permission.