As a business owner, you are the leader of your organization and are expected to perform many roles. By building the right team of financial experts around you, you can focus more attention to priority number one – growing your business.
Hefren-Tillotson’s Business Owners Breakfast Series are designed to introduce you to our services and give an in-depth look at our team approach to addressing the unique needs of business owners like you.
Specialists and topics include:
Robert Rodgers & Brad Colvin, Certified Financial Planners
· Stock market update
· How we collaborate with you to build a plan around YOUR business
Jon Wainman, Retirement Plan Counselor
· Relieving you of fiduciary responsibility
· Evaluating the costs of your 401(k)
Jeremy Reck, Business Banking Specialist
· Accessing credit from your bank
o The Four C’s: Cash flow – Collateral – Credit - Character
· Non-traditional forms of credit – SBA – Fintech Companies
Breakfast will be served. Seating is limited so please RSVP early to reserve your seat.
Topics discussed at our next session on May 2nd:
· Tax reform opportunities
· Valuing your business
Unable to attend but interested if we can help your business?
· Contact Robert Rodgers at 412-633-1741 or Robert.Rodgers@hefren.com