Level Up Workshop - Why you need to protect your Business Legacy (and how to do it)

The Level Up Workshop series brings the latest business resources and relevant topics directly to our business owners and leaders. Industry experts from diverse backgrounds lead interactive learning experiences focusing on a variety of topics including human resources, marketing, social media, sales strategies, and much more. This series provides business leaders access to the latest business training and development in an effective and timely manner.

Key Take-aways:    Setting up a business continuation plan
                                   What happens to my business if I can't run it due to death or disability?
                                   What Steps can I take today to protect my business?
                                   I have children who will take over my business-what do I need to do?

Featured Speaker:
Dianne Kelley, CEPA
Certified Exit Planner

CEO/Broker, Sandbrook Group

 
I started in the life insurance industry in March, 1978. Our company, Sandbrook Benefits Group, LLC, was established June 1, 2005. Sandbrook Benefits Group, LLC (aka Sandbrook Group) is a life & health insurance company. We offer individual and company health, life, dental, disability, Medicare, and long-term care plans of insurance. We can also set up 401(k) plans and supplemental benefits for employer groups. I found over the years that business owners are so busy running their businesses and taking care of the day-to-day issues, they overlook the legal and financial structure of their business.  They need to be aware and prepared that, “Someday you will exit your business—voluntarily or involuntarily--either way, you need a plan!” We help them prepare for the “what ifs” of life. Out of this need came my new signature program called “FreshVue Business Solutions”