The Entrepreneurial Equation™ is a program designed to help educate business owners about financial tools and strategies to help make building, running and preserving a business easier, including key financial products to recruit and retain talent in your company.
-Key Steps toward Achieving Your Personal and Business Financial Goals
-Building Your Business
• Time management
• Attracting and retaining employees
-Creating Value Outside Your Business
• Retirement plans for businesses with no employees
• Retirement plans for businesses with employee
-Preserving Your Business
• Key person disability insurance
• Key person life insurance
• Deferred compensation
• Buy-sell agreements
• Disability insurance
• Life Insurance Retirement Plan (LIRP)
• Estate considerations
This webinar is presented by Aldo Rodriguez, Financial Advisor with Edward Jones.
This webinar is hosted by the UTRGV SBDC with promotional support by area resource partners: Brownsville Chamber of Commerce, Edinburg Chamber of Commerce, Greater Mission Chamber of Commerce, Rio Grande City Greater Chamber of Commerce, San Benito Chamber of Commerce, and Weslaco Area Chamber of Commerce & Visitors Center.
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