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Financial Planning for Business Owners

 Financial Planning for Business Owners
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Finance
Item Number: 15PEP0320
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

This webinar is designed to give a high-level overview of the areas that business owners need to address in their financial planning. It will cover the unique areas that business owners must address that non-business owners do not. Specific techniques that are used to help owners achieve their financial goals will be discussed. The nuances of the psychological aspects of how business owners think about money and financial planning will also be discussed.

Learning Objectives

After completing this webinar, attendees will be able to:

- Identify the 8 key areas business owners ought to focus on when dealing with financial planning
- Recall why a financial planner who is skilled in specifically working with business owners is a key to success
- Identify a planner who is skilled in working with high net worth, high income business owners
- Describe the need for a holistic plan that is part of the exit planning process

Who Should Attend

Business owners, attorneys, CPAs, financial advisors, valuation advisors, estate planners, commercial lenders, consultants, and other professional advisors working with privately held businesses


Steven Beatty, CEPA
Mr. Steven Beatty stepped into the financial advising world in 1989. His expertise is working alongside owners of closely held businesses for almost 20 years. Since 1993, Steve has been a member of the esteemed Million Dollar Roundtable and has qualified for the Top of the Table since 2004, a distinction of only the top 0.2% of financial advisors worldwide. Strategic tax planning, wealth management, business, estate and exit planning are all areas that Steve specializes in and has worked in extensively.

Mr. Beatty earned his Political Science degree from the University of California-San Diego and additionally earned his Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute in Cleveland, OH. Mr. Beatty was one of the first graduates of the 401(k) Coach Program, a national program from prominent 401(k) advisors. At age 16, Mr. Beatty started as a sportswriter for the Colorado Springs Gazette-Telegraph, San Diego Union and Los Angeles Times. During his junior year of college, he met his wife Hilde on an exchange program to Bergen, Norway. They were married in 1989 and live in Las Vegas, Nevada with their three children. Steve enjoys golf and racquetball.