Fidelity P.O.W.E.R.

Fidelity P.O.W.E.R.

february, 2019

12feb10:00 am11:00 amPOWER Financial PresentationWhat Keeps You Up at Night? Your Money, Business & Future10:00 am - 11:00 am

Event Details

What if you could eliminate most of these stressors?

Ignoring the risk of business downfall does not make it go away. What are you hiding? What are you avoiding? What are you putting off? What has been on the back burner for another year? When are you going to take control?

At this stage of your business, the level of planning that you need involves more thought, more sophisticated strategies and efficiently-designed solutions. The right trusted advisors will provide you with well-designed recommendations and plans that will lead you to success.

Purposefully positioned plans will give protection and create wealth for you, your family, your key employees, and your business.

Why is this webinar a great use of your time?

Regardless of what phase you are in your business, you will gain an excellent understanding of interesting and relevant concepts that will give you a relative advantage as a business owner:

  • Protecting you and your business
  • Exit Strategies
  • Funding Buy-Sell Agreements
  • Attracting, retaining, and rewarding key employees

A legal document, such as an operating agreement or buy-sell agreement, will not fund against these risks. The sale of your business will not fund your retirement, and, potentially, not your next venture. Positive words, traditional benefits and bonuses, and holiday parties will not keep your key employees for the long term.

Imagine . . . what if  2019 was your year to have a true plan to gain control over your What Ifs? The time is now to take charge, and to approach your planning with foresight!

The time is now to work with a financial planner who is versed in the field of integrative financial business planning.

Bio:

Becky Gustafson is the founder of Gustafson Wealth Management, a part of Northwestern Mutual. She and her team provide top-quality financial plans to help her clients understand what is needed to grow, protect, and successfully pass on their business in manners that best fit each one’s specific needs. Her business is based on the foundation of Living Your Legacy, an advanced strategy designed to create balance between planning with foresight and living for today.

In addition to helping her own clients thrive, Becky is a 2018 Goldman Sachs 10,000 Small Business Program graduate and has received numerous accolades for her work within her industry and for her community involvement. Becky is a member of several organizations, is the president and founder of Power of Women, an organization for female business owners and executives, and is the president-elect for the New Orleans chapter of the National Association of Women Business Owners. She is a proud member of American Business Women Association, Likeminded Ladies, and the Fidelity P.O.W.E.R program.

Becky lives in New Orleans with her husband Will, and they love to travel in their spare time.

Rebecca M. Gustafson, CFP®, CLTC, LUTCF, CLU®, ChFC®, RICP®, CASL

more

Time

(Tuesday) 10:00 am - 11:00 am

Location

Fidelity Bank Metairie Rd Branch

1811 Metairie Avenue

X
X