Strengthen Your Arsenal of Business Resources with This Educational Event
Join us for this complimentary event that is the perfect small-group format to dive into topics crucial for equipping business owners for success. Our Storen Financial team members and other guest speakers will provide invaluable guidance on topics including business lending, succession planning, and employee retirement planning. Our goal is to provide educational opportunities and access to additional resources to help you achieve your business goals.
Business Resources Event Speakers and Topics
Lending for Small Businesses
John Lehner, Vice President of Commercial Banking for First Internet Bank, will discuss lending for small businesses, including what criteria banks seek, how to prepare a loan application, and more. Click here to learn more about John Lehner and First Internet Bank.
Business Succession Planning & Exit Strategies
Gayle Ross, Principal and Founder of Ross Business Solutions, will discuss business succession planning and exit strategies, including how to navigate the three phases of business ownership – launch, grow, and exit. Click here to learn more about Gayle Ross and Ross Business Solutions.
Employee-Sponsored Retirement Plans
Alex Kiritschenko, EA, Financial Advisor and Senior Tax Accountant, along with Ronnie Jackson, CFA®, Financial Advisor, will discuss why implementing a retirement plan can develop important retirement-saving habits within your company, boost employee retention, and utilize tax-advantaged methods for improving the overall financial well-being of your business. Click here to learn more about these team members and their roles here at Storen Financial.
Event Date and Registration Information:
Our small group format will leave plenty of time to answer any questions you might have. Our event is limited to the first 20 who register. If you are unable to attend, contact us to be added to the waiting list, or schedule a time with our Business Services team to review your questions. Click here for contact information.
Event Date: Thursday, August 22, 2024
Time: 9:00 am – 10:00 am
Location: Storen Financial conference room. Click here for directions.
Register: Click here to complete the registration form.
Blog by Erika Lewis – Business Services Director
Learn more about Erika and the rest of the Storen Financial team here.
This event is for informational purposes only and is not meant as investment advice or a recommendation to engage in any investment or financial strategy. Please consult with a professional regarding your personal situation. Investing involves risk and the potential to lose principal. Any opinions expressed in this presentation are those of the speaker.
John Lehner, First Internet Bank, and Gayle Ross, Ross Business Solutions, are not affiliated with or endorsed by LPL Financial and Storen Financial.