The Financial Plan YOU Need for YOUR Business
You are absolutely an expert in your field. You put your blood, sweat, and tears into growing your business. You know you need to pay attention to planning the financial aspect, but who has the time?
That’s when you call on a financial manager, who is there to help! Join us to discuss financial planning, expanding, financing options, benefits planning, building your advisory team, and the importance of an exit strategy when you are ready to transition out of your business. Explore a wealth of resources to assist you along every step of your journey.
Julie Kasberg, Senior Vice President - Wealth Management, Legacy Wealth Management Group at UBS Financial Services
Erika Lara, Financial Advisor, Legacy Wealth Management Group at UBS Financial Services