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Financial Planning for Business Owners
Not everyone is cut out to be a business owner. It takes someone who is dedicated to a purpose and willing to take chances. Once you succeed at building a business it is crucial to take necessary financial planning steps to not only protect what you have but also to have a plan for the succession of your business, a plan to minimize taxes, a plan to set yourself up for retirement just to name a few. In this month’s webinar we will discuss:
• Protecting your business and family
• Minimizing taxes for both your business and
personal
• Maximizing the value of your business
• Preparing for succession
• The biggest financial and estate planning mistakes
business owners make


10am Arizona Time
11am New Mexico

Oct 20, 2022 10:00 AM in Arizona

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Speakers

Tim Hall
Senior Partner Attorney @Morris Hall, PLLC.
Theron M Hall, Jr. (aka Tim) learned early in life the need of proper management of estates for their preservation. As an estate planning attorney, protecting his clients’ future through quality legal service has become his hallmark.
Steven Leach
Wealth Councelor @Clark Street Financial
As a lawyer, business advisor and community leader, Steven saw firsthand the many ways people and businesses inadvertently put their accumulated wealth at risk by failing to define their financial vision and developing strategies required to achieve and protect that vision. Steven works with clients to employ and preserve wealth to achieve the future they envision for themselves, their families, and their businesses. At Clark Street Financial, Steve focuses on strategies to mitigate risks, plan for tax-advantaged growth, preservation and transfer of wealth, and develop and implement strategies for executive compensation and retention, and business succession plans.
Andres Favela
CFP® @Clark Street Financial
Andres joined Clark Street Financial in 2021 as a Financial Advisor. After graduating from Louisiana State University, Andres moved to Phoenix and began his career in financial services at Edward Jones. In 2017, Andres earned his Certified Financial Planner designation and is leveraging his many experiences in the areas of financial planning, investment management, and insurance for Clark Street Financial. He will be working closely with Clark Street's principal, Tim Kerrigan, and the entire Clark Street Financial team to serve the firm's clients. In his free time, Andres can be found golfing, hiking, or spending time with his extensive family. Andres is a graduate of Tempe Leadership and is an active member of Phoenix 20-30 club- a fundraising group benefiting underprivileged youth in the Valley.