Business U

Aligning your personal and business goals

Financial decision making for business owners
As a business owner, your time is consumed with building a better, more profitable and hopefully more valuable business. Unfortunately, that often means deferring many important personal financial decisions to the future. This course is designed to help you understand a variety of business and personal financial decisions to incorporate into your long-term thinking. You will learn about steps you can take now to help provide a more financially secure future for yourself, your family, your business and your employees.

Who should attend?
The material presented in this course is designed for successful - and busy - business owners to refresh their understanding of key business financial concepts.

Objective education and course textbook
This course is for educational purposes only. Unlike financial seminars that focus on a specific topic, Business U is a comprehensive course to help you see the big picture. You’ll receive an in-depth course workbook with important information about business planning concepts and tools. The workbook is designed to follow the curriculum and serve as a reference tool in years to come.

Insights and tools that make a difference
By gaining relevant insight about important business and financial concepts, you can be better positioned to utilize the expertise of your existing team of advisors and financial professionals. This course is intended to provide you with the steps to move forward on a path to attaining your goals.

Course Dates & Locations