Small Business Insurance, Investments & Exit Planning – Rational Unicorn Legal Services Event

How to be leader or setting up management roles in your small business

3/22/2024 | 12:00 PM - 1:00 PM
RSVP

Join us for a panel discussion with financial and insurnace professionals that will cover:

  • Small business insurance
  • How to financially prepare for retirement
  • Small business exit strategy and planning

Who should attend this class? Business owners or sole proprietors at all stages of operation.

Presenters:

Tygue Howland of Evergreen Gavekal is a registered investment advisor serving individuals, families and organizations, often privately held business owners, with a comprehensive suite of investment management, financial planning, legacy planning, risk mitigation, taxation and other beyond wealth services. Tygue serves as a Business Development director and is a Certified Exit Planning Advisor (CEPA) who has a passion for helping business owners increase and manage the value of their business and personal assets.

Dominic Cain of Northwestern Mutual assists individuals, families, and businesses with protecting what they've built and plan for the future through comprehensive wealth & risk management planning. Whether investing or insuring, Dominic's goal is to walk people through the entire planning process in order to understand their specific needs and be their long-term resource

Hsin-Cheng Kuo of Northwestern Mutual is a Certified Financial Planner professional who leads a well-rounded practice that focuses on wealth management and holistic financial planning. Born and raised in Taiwan, she earned a BA in Transportation Management before moving to the US to pursue an MBA from Embry-Riddle.

Cost: Community Pricing $10, $20, $35 (For our webinars, we use “pay what you can” pricing to be accessible to the community.)

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