A Blueprint for Successful Financial Planning

Tuesday, January 19 | 10:00 - 11:00 AM
Location: North 253

Format: Building Knowledge Session 
Level of Content: Intermediate 

Appropriate for: Multifamily Builders & Developers, Remodelers, Single Family - All

Track(s): Business Management & Operations

Speaker(s): 
David O'Brien, Weber O'Brien Ltd., Toledo, OH | 
James Weber, Weber O'Brien Ltd., Sylvania, OH

What It’s About:
Are you at a fork in the road and don't know which way to turn? Perhaps it is because you've spent more time working 'in' your business rather than working 'on' your business? In this session, we will discuss smart planning opportunities that you should consider as your business becomes more profitable. We will take a closer look at a variety of planning tools such as financial, insurance, retirement, real estate, and estate and succession planning options - all with the goal to get you where you want to go.

What You'll Learn:
Learn about business planning, operations, banking and general financial performance information that will make your business stronger. 
Learn about legal planning, wills, trusts, matters of corporate governance and indemnification to assist you in protecting the assets you have accumulated.
Learn about retirement planning, savings, life and disability insurance, as well as related new and innovative products on the market and their use.

Continuing Education: NAHB - 1.00 CE hour(s), NKBA - 0.1 CEU(s)