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Integrated Financial Planning for Business Owners: Balancing Personal and Professional Goals - Registration

June 26, 2025 @ 12:00 pm - 1:00 pm EST

Integrated Financial Planning for Business Owners: Balancing Personal and Professional Goals - Registration

This session will help construction professionals structure integrated plans that align personal and business aspirations.

Key Points:

  1. Creating a Financial Vision that Aligns Business and Personal Goals: Discuss how to craft a unified financial vision, where business growth fuels personal wealth and vice versa, helping set realistic goals for both areas.
  2. Separating and Managing Personal vs. Business Finances: Provide strategies to maintain clear boundaries between business and personal finances, ensuring owners don’t risk personal savings by overextending in the business.
  3. Setting up Parallel Cash Reserves: Emphasize the importance of maintaining both business cash reserves for operational stability and personal emergency funds for individual financial security.
  4. Choosing the Right Business Structure: Outline the benefits of selecting or re-evaluating a business structure (e.g., LLC, S-Corp) to ensure tax efficiency and legal protection that benefits both personal and business finances.
  5. Tracking Financial Metrics: Introduce the critical financial metrics that construction professionals should track quarterly to assess and adjust both personal and business financial health effectively.

Register now!



Details

Jun 26, 2025 @ 12:00 pm EST
Jun 26, 2025 @ 1:00 pm EST

Sherwin Williams - Banner - Kool Seal, Geocel, Uniflex
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UP TO THE MINUTE

By Jesse Sanchez. Machine learning meets metal roofing in this ...
By Cotney Consulting Group. Learn how you can build a brand ...
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MetalForming - Sidebar Ad - Generic
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