Business Owners' Lunch & Learn

The How Money Works® Learning Center is presenting practical financial and insurance strategies many business owners overlook—often because the guidance isn’t clear or accessible.

If you’re a business owner, this Lunch and Learn series will equip you with principles to protect your business, your employees, your partners, and your hard-earned money—so you can secure a strong future for everyone involved.

Topics include:

• Employee retention strategies
• Protection against key-person loss
• Employer-sponsored retirement plans
• “Becoming Your Own Bank” fundamentals

Join us as special guest presenter Jay Maymi shares straightforward, actionable insights.