Small Business Owner Strategy Event

What if the biggest opportunity in your business isn’t increasing revenue… but coordinating what you’ve already built?
Most business owners are experts in their industry, but few have the time to step back and evaluate how their business, taxes, retirement planning, employee benefits, succession plan, and personal wealth all fit together.
The reality is that many of the most costly financial mistakes aren’t caused by poor decisions—they’re caused by opportunities that were never identified.
Join us for an educational evening where we’ll discuss practical planning strategies designed specifically for small business owners.
Topics include:
• Business owner retirement and benefit plan strategies
• Tax planning opportunities
• Succession and exit planning
• Coordinating business and personal financial planning
• Protecting what you’ve worked so hard to build
📅 Wednesday, August 26
🕠 5:45 PM
📍 Papo’s Café
3290 W. Iles Ave., Springfield, IL
Heavy appetizers will be catered by Papo’s!
There is no cost to attend, but seating is limited and RSVP is required.
We look forward to seeing you there.