february, 2022

17feb8:00 am9:30 amTax and Insurance Planning: Why It's Important to Your BusinessA financial series for Small Businesses. This is session three out of four sessions.


Event Details


Taxes and disasters. Learn how to navigate both as a business owner. Listen as Certified Financial Planner™ Sydney Cale, leads this third of a four-part series providing financial guidance to answer these questions (and more).

What You’ll Learn:

• What are some ways that you can be tax-efficient in business, so you don’t pay more than necessary?

• What is a business structure and how do you choose what’s best for you?

• What are some methods of transfer/sale of the business that are tax-advantaged?

• What are the major liabilities your business faces? Are you adequately protected?

• What are the common commercial insurance policies that you should consider?

• Are you covered for a liability claim both personally and professionally?

Where: Virtual Event

When: February 17, 2022 8:00am-9:30am

Trainer: Sydney Cale, CFP®, MBA of SYM Financial Advisors


(Thursday) 8:00 am - 9:30 am EST




SYM Financial Advisors and WEOC WBC


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