Financial Plan & Strategies
for Your Business
The workshop Will Include
Solutions designed to meet the unique needs of your business with strategies to:
Integrate all aspects of financial planning for your business and personal life to ensure success on both fronts.
Minimize risk by being prepared for the unexpected.
Safegaurd your business with coverage to help offset the loss of cashflow if you become sick or hurt.
Recruit and retain employees with competitive benefits programs.
Enhance your benefits to reward employees who are key to the success of your business.
Transition your business smoothly with a properly designed and funded business succession plan.
More about our Workshop Host
Cassandra joined Northwestern Mutual in 2013. Her current team includes 4 advisors and 6 associate team members. All licensed experts and 1 marketing consultant. Recent accolades include:
#1 Woman NATIONALLY for financial plans generated.
#1 in overall production amongst peers in NJ and PA.
Top 10 in her class each year since 2013.
January 8, 2019
Sign Up Below
The workshop will be held as a live webinar (watch from the comfort of your computer or mobile device). It will begin at 9:00 pm . We encourage you to watch the live webinar to be able to ask questions at the end. We will send you the link to sign into the workshop. A replay will be available to those who can not attend the live webinar.