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.

Cassandra Kozakis

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

9 PM

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.

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