Jun 28 2022


11:00 am - 12:00 pm


Karen Patel


Karen Patel

Financial Management and Lending



Understanding Your Business

In order to plan for the future of your business, you must have a sense of how your business is set up and the implications of its business structure. In this course, we will review several common business structures and how they can affect your personal finances. You will receive an in-depth resource guide to help you make important decisions now and in the years to come. This Session is presented by Financial Advisor, Karen Patel.

Business U workshop presenters are not providing specific tax or legal advice. The information presented is for education purposes only. Advanced strategies will be discussed which will include information on how different types of financial products and services such as investments, insurance, and financial planning as well as legal services such as trusts can help facilitate these strategies. You should always consult with your tax/legal professionals for specific tax/legal advice. Financial professionals do not provide tax/legal advice or services.

Karen Patel is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and Investment Advisory Services offered through Securian Financial Services, Inc. member FINRA/SIPC. North Star Resource Group is independently owned and operated. 501 South Cherry Street, Suite 580, Denver, CO 80246. 4782652/DOFU 6-2022.

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