ALB 2025 Personal Financial Planning for Business Owners

ALB 2025 Personal Financial Planning for Business Owners

This session provides essential financial literacy education, an overview of retirement plan options and their advantages, and the importance of protective strategies such as life insurance. It equips business owners with practical knowledge to strengthen their personal financial foundation and safeguard both personal and business assets.

Learning Objectives By the end of this session, participants will be able to:

• Demonstrate foundational financial literacy skills to effectively manage personal and business finances.

• Identify and compare common retirement plan options available to business owners, along with their key advantages.

• Explain the role and benefits of protective financial strategies, including life insurance, in safeguarding personal and business assets.

• Apply practical financial planning principles to build a secure personal financial foundation that supports long-term business success.

This is a hybrid training, meaning you can join virtually or attend in person at the Albuquerque WESST Enterprise Center. The video call link will be provided to those who register via email.

Reasonable accommodations for persons with disabilities and language assistance services are available for limited English proficient individuals. Please notify Marcela Mendoza at mmendoza-palacios@wesst.org when you register for the class, or no later than 24 hours prior to your class, so that WESST can make sure necessary accommodations are available. All programs and services are provided to the public on a nondiscriminatory basis.

The Women's Business Center is funded in part by the U.S. Small Business Administration. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA.