“It takes a great deal of boldness and caution to make a great fortune and ten times as much wit to keep it.”  Ralph Waldo Emerson

As a successful business owner, there is probably not a day that goes by that you don’t spend time thinking about ways to grow your business.  Sadly, many strong businesses do not survive to the second and third generations due to lack of personal planning.  Financial planning is the process of identifying personal and professional goals, analyzing available resources and potential risks, and then taking specific steps to achieve one’s goals.  In this presentation, Certified Financial Planner, Mary Heaton and Chartered Financial Analyst, Chris DeGrace, will discuss personal planning principles as well as potential pitfalls specific to business owners.  They will review current economic, tax and legislative updates that will impact planning strategies going forward. 

Join Eidson Insurance for the latest installment in our summer educational series:  Financial Planning for Your Business in a Changing Economic Environment.  Tuesday, August 5th, 7:30-8:30.  More details and to RSVP.

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