Build Your Business Wealth Seminar Series: Exit Strategies For The Closely Held Business

Build Your Business Wealth Seminar Series:

Empowering Entrepreneurs with Financial Knowledge

Every successful entrepreneur knows that building a strong business requires more than just a great idea or product. It also takes financial savvy to navigate market fluctuations, manage cash flow, and make strategic investments. However, many entrepreneurs lack formal finance education, putting them at a disadvantage.

That’s why we are excited to announce our Build Your Business Wealth Webinar Series – a program designed to empower entrepreneurs with essential financial knowledge. Through a series of webinars, we will cover business finance topics and provide resources and tools to help entrepreneurs make informed decisions and achieve financial success.

SEMINAR THREE

Exit Strategies For The Closely Held Business

September 25th, 12:00 PM – 1:00 PM ET

This course provides education on business exit planning arrangements – commonly known as “Buy-Sell Arrangements.” Course material covers the risks of not adopting an exit strategy, the general types of buy-sell agreements, the importance of valuation, the funding alternatives and the role of life insurance.

Register Now!

Meet the Speaker

Karen Hofmann

Vice President, Advanced Planning Group, Prudential

Karen Hofmann is a Vice President, Advanced Planning for Prudential Retirement Strategies and Individual Life Insurance. In her current position, Karen is responsible for speaking with financial professionals and clients about ways to effectively accumulate, protect, and distribute wealth.Karen has more than 36 years of experience in the financial services industry. Previously, she worked at The Hartford as an Advanced Markets Consultant.

Karen has been an invited speaker nationwide on a variety of retirement planning, advanced markets, and other financial topics. She has also taught continuing education courses for Certified Financial PlannersTM, Attorneys, and Certified Public Accountants. Born and educated in London, England, Karen has earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Chartered Advisor for Senior Living (CASL®)* designations. Karen lives in California just north of San Diego with her husband, Troy.  Specialties: Small business planning, executive benefits, retirement and estate planning, Social Security, and charitable giving.