Financial Life Planners

You're Invited to Build a
Better Business
Over Breakfast...

  • Do You Have a Vision for Your Business?   
  • Do You Need More Clients?
  • Do You Need to Boost Profitability?
  • What is Your Business Worth? 
If you are Business Owner, then chances are you've desired some of the things mentioned above....or maybe you nailed 1 of the 4 and need to enhance the other three.  Either way, you will not want to miss out on hearing from FOUR AMAZING EXPERTS from the Business Industries of
Financial Planning, Business Brokering, Sales & Training, and Business Accounting & Taxation.


Join us for this free Breakfast Workshop!


Friday, February 28th
Arcadia Farms

9am-11:30am
Workshop
11:30am-12:30pm
Optional Networking
   


Workshop Outline

  • Creating a Vision for Your Business
  • Aligning Personal & Business Goals to Accelerate Growth  
  • Understanding Small Business 401ks, Simplified Employee Pensions, and Simple IRA's 
  • How Building a Strategic Business Plan Will Increase Your Business
  • How to Prospect for New Clients AND How to Sell More Product to My Current Clients
  • Developing the Attitude & Behaviors Needed to Maximize Your Business 
  • Unique 401k Solutions Designed with Small Costs, Big Benefits 
  • 20 Ways to Lower Your Taxes for 2013 & 2014
  • 2014 & Beyond- Tax Law Changes That You Need to Know About
  • How the Right Retirement Plan Can Save You BIG on Taxes & Incent Your Employees  
  • Why & How to Develop an Exit Strategy  
  • Being Prepared to Sell Your Business at Any Time
  • How to Value Your Business
  • Specific Actions Plans to Deliver Business, Financial, & Personal Goals 

  RSVP by 2/21/14 Here!  

 

Arcadia Farms Marketplace 
7025 E 1st Avenue,  
Scottsdale, AZ  85251
 


Congratulations to Cynthia Fick!  

Runner Up Financial Advisor 
 Best of 2012
Top 3 Financial Advisors

Best Of Ahwtukee Logo 
Top 3 Financial Advisors   
 

 


Start up businesses
NEED CLIENTS.

Mid-level businesses
NEED MORE CLIENTS.

Established, successful businesses
NEED FEWER, BETTER, HIGHER-PAYING CLIENTS.

 Whatever category you fall in, this workshop will help you gain knowledge, increase motivation, and learn the best tips for targeting the right client and growing a healthier business. 
 

 

 

Four Guest Speakers:


Tracy Cobb, 
Lead CPA of Cobb CPA,
Tracy began his CPA career in 1987.  His company specializes in helping individuals, & small businesses decrease their tax burden while growing their business.  


Tracy Bullock,
President of Bullock Training & Development,
www.tbullock.sandler.com
As an authorized Sandler licensee, Tracy brings 30 years of experience in Training, Consulting, Leadership, and Management training to the market.  She focuses on Behaviors, Attitudes, and Techniques needed to be more successful in Sales, Management, and Customer Service.

Cyn Cropped for more
Cynthia Fick,
President of Financial Life Planners
www.FinancialLifePlanners.com
With over 26 years in the field of finance and investing, Cynthia is a Registered Investment Advisor, one of the highest levels of fiduciary responsibility in the industry. She is a frequent contributor to the AZ Republic and has been a guest on ABC 15 Sonoran Living, Good Morning Arizona, and Smart Family.


Fred Hildebrand,
Sunbelt Business Brokers of Phoenix,

Fred is a licensed Business Broker with Sunbelt Business Brokers of Phoenix.  He brings 20+ years of finance and operations experience to his clients as he consults and leads them through the process of Buying or Selling a business.  Fred and his family have lived in the Valley for 11 years.


Click Here for Articles!

Forbes Article:
  "Growing Means Learning to Work On Your Business Not In It."

Bourne Creative:
"8 Marketing Tips to Get You More Clients."
Financial Life Planners
4809 E. Thistle Landing Drive
Suite 100
Phoenix, AZ  85044
(480) 346-4073