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This seminar will help business owners like you think about how your business impacts your personal finances and how your personal goals impact your business growth. Join us to learn about financial considerations unique to you as a business owner. You’ll receive an in-depth resource guide with personal finance concepts and tools to help you make important decisions. This session is presented by Financial Consultant, 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. 4375745 /DOFU 2-2022