Discover industry-leading strategies designed to align your business, personal, and financial goals—all while enjoying lunch and meaningful conversation. This session is packed with practical insights to help you strengthen your business today and intentionally build a lasting legacy for the future.
During this Lunch & Learn, you’ll learn how to:
✔️ Plan, protect, and enhance the value of your business using proven strategic frameworks
✔️ Identify and address your Wealth and Value Gap to prepare for long-term success
✔️ Implement tax-efficient strategies that support your overall financial plan
✔️ Protect what you’ve built while retaining top talent through effective legacy and succession planning
Whether you’re looking to scale your business, secure your financial future, or ensure long-term continuity, this session will leave you with actionable takeaways and clarity you can put to work right away.
🗓️ Schedule:
11:30 AM – Lunch Served & Attendee Introductions
Immediately Following – Presentation
👉 Reserve your spot today -
https://business.priorlakechamber.com/events/details/lunch-learn-thrivent-13258
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