The onset of COVID pandemic has thrown the business world into a tailspin. Business owners realized that “old” risks, previously deemed as manageable, now pose as significant threats to diminish their personal assets. This course will bring relevancy to advisors and participants to equip themselves with the necessary competency to advise their clients (who are business owners). The course will enable participants to:
Understand the financial goals specific to business owners
Recommend and implement strategies for segregating business wealth and personal wealth
Implementation of strategies to attend financial goals, including business continuity
The course will use real live case-study approach, whenever possible to facilitate competency in the skillsets being taught.
