eXcelerate - What Keeps You Up at Night: A seminar for Business Owners
Date and Time
Wednesday Oct 23, 2024
12:30 PM - 1:30 PM MDT
October 23, 2024
12:30-1:30 pm
Location
Castle Rock Chamber
420 Jerry Street
Castle Rock, CO 80104
Fees/Admission
Free to members
Contact Information
Nicole Rudy
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Description
As an owner, you know how much it takes to stay in business – and likely too often find yourself prioritizing customer or employee needs over your own. But a strong forward-facing plan for your business matters. So many questions: Are you managing business assets well? Are you financially covered everywhere you should be? How should planning differ depending on your business’s maturity?
Join Patrick Sullivan for this interactive overview. This session aims to help business owners begin to identify/prioritize risks, understand employee benefits, consider exit planning and personal financial security needs. Attendees will start to consider a viable, integrated approach for ensuring the strength of the businesses they’ve worked so hard to build. Join us!
Speaker: Patrick Sullivan from Northwestern Mutual
Leaning on years of Army leadership and a capstone focus as a planner, Patrick “Sully” Sullivan built an advisory focused on helping clients secure their financial futures. He works alongside his team to serve as an advocate with a purposeful emphasis on service, straight talk, and always-honest assessments. His partnership with Northwestern Mutual is intentional: they’ve helped people and businesses achieve financial security for over 165 years. Get in touch – let’s get started!