13
May
Small Business Investing and Planning Webinar
Description
Webinar Learning Objectives
This webinar introduces practical frameworks for assessing financial readiness, managing cash flow, and reducing concentration risk through diversification. Attendees will also gain insight into common investment options available to business owners and how time horizon and risk tolerance influence decision‑making.
In addition, the seminar explores foundational risk management and succession planning concepts from an objective advisory perspective.
By the end of this webinar, attendees will:
- Understand the difference between reinvesting in their business vs. investing outside it
- Learn how to prepare financially before investing
- Identify common investment options for small business owners
- Build a simple, practical investing plan
- Understand the importance of risk management and succession planning
- Avoid the most common (and costly) mistakes
Date and Time
Wed, May 13, 2026
7:00p - 8:00p EST