Course Overview

Description: 
This session deals with specific issues concerning closely held business owners and how to address key areas such as cash flow management and budgeting, insurance, investments, income tax, retirement, fringe benefits and other corporate perks. The program will also address other situations to watch out for – like divorce, or cohabitating, or other specialty niches like paying for college, highly compensated employees, high net worth families, etc.

 Learning Objectives/Outcomes: After this session, participants will be able to assist business owner clients with cash flow management and budgeting, insurance, investments, income tax, retirement, fringe benefits and other corporate perks.

Instructor: Jeff Rattiner 

Principle Knowledge Topic: General Financial Planning Principles

Credits: 1