Financial Planning: Empowering Business Owners 

In this Financial Planning seminar for business owners, we will cover the following topics:

Finance 101

· Setting the foundation: Sales/Expenses/Income tracking

· Accounting, Legal systems

Maximize your business: Create a plan to take care of yourself and your family

• Shelter income: take advantage of the tax code to your wealth tax deferred

• Capture the upside from your business while protecting yourself from unexpected downturns

• Diversify your assets

• Reward your key employees

• Retention and recruiting tools

Succession Planning

• I’ve made it! How do I pass the business on?

• What is my business worth?

• Am I prepared if…?

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About the Presenters

 

This seminar will be presented by Manolo Teijelo and Matt Appel, AXA Advisors

Manolo Teijelo has over thirty years of experience in the financial markets working with institutional equity clients at Morgan Stanley, Lehman Brothers, J.P. Morgan, FTN Equity Capital Markets, and ThinkEquity LLC. Manolo has taken experience dealing with some of the largest institutional investing clients and applied it to helping individuals and business owners reach their financial goals.

Manolo is a graduate of Purdue University with a B.A. in Psychology and a graduate of the Kelley School of Business at Indiana University with an M.B.A. in Finance.

 

Matt Appel has been a leader in the financial services industry for over 25 years with a background in insurance and investment planning, commercial banking and tax planning strategies. Matt has earned numerous industry honors including membership in the Million Dollar Round Table, which honors the top 5% of financial advisors. Matt is a graduate of Rowan University and completed the Stonier Graduate School of Banking program at the University of Delaware and received a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania.

 

 

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