As a small business owner, your daily operations demand most of your focus, but securing your personal financial future requires a dedicated strategy. Join Layton City Economic Development for our upcoming Small Business Seminar, “Take Control of Your Future: Master Estate Planning, Social Security, and Taxes.”
This hands-on workshop is tailored specifically to help local business leaders navigate the key financial decisions that shape a confident, secure retirement.
Key Topics Covered:
- Family Trusts and Wealth Protection: Safeguard your business and personal assets.
- Social Security Optimization: Maximize your lifetime benefits.
- Investment and Risk Management: Balance growth with stability as you approach retirement.
- Roth Conversions and Tax Strategy: Structure tax-efficient wealth transfers to keep more of your hard-earned legacy.
Event Details:
- Date and Time: Thursday, November 5 | 12:00 PM – 1:00 PM
- Location: Layton City Center (Lower Level), 437 N. Wasatch Drive, Layton, UT
- Cost: Free (Lunch included)
- Sponsors: First Community Bank & Layton City
RSVP Today:
Space is limited. Contact Morgan Cloward to reserve your seat and lunch:
mcloward@laytoncity.org | 801-771-3770