This session focuses on how and when business owners should consider offering retirement plans and various insurance options through group benefit plans. It also explores advanced business planning practices, including additional protection strategies, succession planning, and post-sale wealth management, helping owners prepare for long-term growth and continuity.
Objectives:
Understand when and how to offer retirement and insurance benefits to employees.
Explore advanced business planning strategies for long-term stability.
Learn approaches for risk protection and succession planning.
Gain insights into post-sale wealth management for business owners.
Reasonable accommodations for persons with disabilities and language assistance services are available for limited English proficient individuals. Please notify Marcela Mendoza at 505-246-6913 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.
Speaker(s): Michael Westerberg, Financial Advisor, Northwestern Mutual
Co-Sponsor(s):
Please Note: THIS CLASS IS BEING OFFERED ONLINE AND IN-PERSON. AN INTERNET CONNECTION AND A COMPUTER (or highly capable tablet-type device) ARE NECESSARY. Video conferencing instructions will be sent to you after you have registered for the class. This training class will be delivered in English.
Fee: No Cost