Sponsored By Old Kentucky Insurance
Hear from presenters experienced in business taxation and valuation; legal, estate, and succession issues; our local economic picture; and advanced planning opportunities for business owners. Engage in the interactive and video-based BusinessKillers® self-assessment.
Date: Thursday, Oct. 3, 2019
Time: 8:00AM-12:00PM, +Q&A (lunch provided following)
Location: Unified Technologies
Address: 11500 Blankenbaker Access Dr, Louisville, KY 40299
Discover if you’re making the same mistakes and what you can do to gain more control.
THE SIX BUSINESSKILLERS MISTAKES:
'I know what my business is worth.”
“I’m too busy running the company.”
“That’ll never happen to me.”
“There’s plenty of time for that.”
“My business is my retirement."
“You can’t beat Uncle Sam.”
Old Kentucky Insurance
CreateTailwind was founded in 1988 by Jim Oliver in Denver, CO. Originally a full service financial planning firm, Jim and his team weathered two major corrections on Wall Street - and pivoted CreateTailwind's focus to building wealth beyond Wall Street. CreateTailwind exploded to become a multi-location nationally recognized firm who have helped thousands of individuals and businesses around the United States. We now help many stop "following the followers" and pursue some real financial independence.
Dimas R. Nunez, JD
Senior Advanced Markets Field Director, Ameritas Life