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Business University: Aligning Your Personal and Business Goals

Tuesday October 29, 2019 @ 6:30 pm - 9:30 pm

|Recurring Activity (See all)

One event on Tuesday October 29, 2019 at 6:30 pm

 

Financial Decision Making for Business Owners
As a business owner, your time is consumed with building a better, more profitable and hopefully more valuable business. Unfortunately, that often means deferring many important personal financial decisions to the future. This course will help you understand the various business and personal financial decisions that should be incorporated into your long-term thinking. Most importantly, you will gain a better understanding about steps you can take now to help provide a more financially secure future for yourself, your family, your business and your employees.

Who should attend?
The material presented in this course is designed for successful – and busy—business owners to refresh their understanding of key business financial concepts.

Objective education and course textbook
This course is for educational purposes only. Unlike financial seminars that focus on a specific topic, Business U is a comprehensive course to help you see the big picture. You’ll receive an in-depth course workbook with important information about business planning concepts and tools. The workbook is designed to follow the curriculum and serve as a reference tool in years to come.

Insights and tools that make a difference.
By gaining relevant insight about important business and financial concepts, you will become an advocate for your own needs and be better positioned to utilize the expertise of your existing team of advisors. This course is intended to provide you with the stepping stones to move forward on a path to accomplishing your personal objectives.

Your instructors
Darby Affeldt, DVM, RICP®, Financial Advisor
John Aronson, CFP®, Financial Advisor

Tues. 10/22 & 10/29
6:30 to 9:30pm
$50/2 weeks + Lab
Register Here

***

Many of the topics that we will discuss in this course have financial, legal and tax implications. The information is not intended to be specific to your business. Rather is it intended to be of a general nature. Please understand that none of the information should be construed as tax or legal advice.
Darby is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. North Star Consultants, Inc., Insurance Products and Services| CRI Securities, LLC – Securities and Investments | Securian Financial Services, Inc. – Variable Products and Securities. Securities and investment advisory services offered through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group. North Star Consultants, Inc. is doing business as North Star Resource Group and is independently owned and operated. 2701 University Ave, SE | Minneapolis, MN 55414.
John is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securian Advisors Northwest. Securities and investment advisory services are offered through Securian Financial Services, Inc. member FINRA/SIPC. Securian Advisors North West is independently owned and operated. Securian is a registered trademark of Securian Financial Group, Inc. and it has been licensed for use by Securian Advisors North West. 2033 6th Avenue, Suite 1011, Seattle, Washington 98121
John Aronson, Securian Advisors Northwest, Darby Affeldt, North Star Resource Group, CRI Securities, and Securian Financial Services are not affiliated with Phinney Center. Darby and North Star Resource Group are not affiliated with John or Securian Advisors Northwest. 2746613/DOFU 10-2019

Details

Date:
Tuesday October 29, 2019
Time:
6:30 pm - 9:30 pm
Activity Categories:
,

Venue

Phinney Center
6532 Phinney Ave N
Seattle, WA 98103 United States
+ Google Map
Phone:
206.783.2244
Website:
https://www.phinneycenter.org/about/directions/