Broker Check
15 March
BUSINESS OWNER AND PLAN SPONSOR SOLUTIONS

Description

Business owners and Executives are great at running their companies. But all too often, positioning their business to make sure that it meets their future financial needs requires being involved in areas that might not be their strength or have the time to learn.

Please join Chad Albano, Executive Director at Global View Capital Advisors, to learn how to better protect your business in today's challenging environment, as well as position it for the future. We will cover how to improve your 401(k) offering, along with Advanced Planning Concepts that focus on helping fill the gaps in your succession planning, key person protection, executive incentive plans and employee retention.

Date and Time

Wed, Mar 15, 2023

8:00a - 9:30a CST

Location

In-Person at Global View Capital Advisors (Waukesha, WI) Office or via Virtual Broadcast (separate Zoom Link to be sent closer to the event)

N14W23833 Stone Ridge Dr
Ste 350
Waukesha, WI 53188
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PT1H30M
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