Content Level: Foundational
NAPFA Subject Area: A-Financial planning Process

Small business owners are often so busy with day-to-day business tasks that they neglect their business’s financial planning needs as well as their own. This can be a big mistake and counterproductive to all the hard work they put into building their company.

Small business owners’ personal finances are inextricably linked to their businesses, so their personal/family’s financial plan needs to be integrated with that of their business. Attend this webinar with presenter David Blain of BlueSky Wealth Advisors to learn how to begin working with this very underserved portion of the market.

David Blain