800-392-7161 • 

Financial & Business Planning Webinar Series


Join Financial and Business Planning Experts who will guide you through the sometimes confusing and often stressful part of business ownership so you are properly educated about options for your financial future.

Courses are taught LIVE and will be recorded in case you are unable to attend live or attend the entire session.

These are COMPLIMENTARY Courses to help you understand what you need to do to set yourself up for success.


Course 1: Foundational Business Planning – Oct 29th at 10 AM MST

Register in advance for this meeting:

https://us02web.zoom.us/meeting/register/tZIucOqoqjwjGdfHLXwzb0ort3z-eV2nMuTI

Business Set up:

~ Documents you need to have in place, as a Business Owner to protect your family and assets

~ How you should set up your business structure – LLC or an S Corp, and what are the implications to both

~ How to ensure that your business, and those who have worked tirelessly to help grow it, is protected and safeguarded against anyone or anything who wishes to harm it, you, or them.

Payroll Planning:

You will learn how to correctly pay your employees, determine whether to classify them as a W-2 or a 1099 Worker and the benefits that come with each, and how to efficiently keep track of your payroll.


Course 2: How to Maximize Your Cash Flow – Nov 5 at 10AM MST

Register in advance for this meeting:
https://us02web.zoom.us/meeting/register/tZ0sd-GqpjotEtzYtPdbrIfszLLVF7GQW3x3 

Overview: Some business owners take out loans or borrow money from loved ones to start their companies, so what does your path to repayment look like? What are you doing with your money right now that you have worked so hard for in order to”

1) Keep it protected against those who wish to take it away from you

2) Have enough each period to pay your bills on a consistent basis to not be concerned about it

3) Set aside money for growth or expansion for the years to come. 

In this course we will teach you how to : 

~ Maximize your dollars coming in so that your business is running more efficiently 

~ Eliminate Personal & Business Debt

~ Make every dollar you bring in absolutely Lawsuit/Litigation Proof


Course 3: Tax Planning – Nov 12 at 10 AM MST

Register in advance for this webinar:

https://us02web.zoom.us/meeting/register/tZAsdeurpzsuGdFQqlaT58hi884jakUtDfwQ

Tax Planning:

~ Tax Planning Strategies to drastically Limit the amount of Taxes you pay each year

~ As Business Owners what are the most important tax advantages to be aware of 


Course 4: Estate Planning – Nov 19 at 10 AM MST

Register in advance for this webinar:

https://us02web.zoom.us/meeting/register/tZcsde2hqj8tGNetlujPjSnTGnok8-BIXrWb

Overview: Discuss the most important elements of Foundational Planning, so that your business allows you to meet the goals you set for yourself, sets the stage for success Day 1, and helps transform your future into what you want it to become. Without a strong foundation being built, homes would crumble, and the same is true for your business and financial foundation.

1) Develop a path and plan that will ensure you are protected and prepared for the Expected and the Unexpected parts of life

2) Discuss your legacy that you will leave for loved ones


Course 5: Retirement Planning – Dec 3 at 10 AM MST

Register in advance for this webinar:

https://us02web.zoom.us/meeting/register/tZclcuisrDMuGt0-Sz_rfs8jzyD872s5IA0z

Overview: Discuss the most important elements of Foundational Planning, so that your business allows you to meet the goals you set for yourself, sets the stage for success Day 1, and helps transform your future into what you want it to become. Without a strong foundation being built, homes would crumble, and the same is true for your business and financial foundation.

1) Create a plan that puts guaranteed income in place so that later down the road you are not concerned about the What If’s of retirement or the later years of your life

SUPPORT DOCUMENTS FOR YOU TO DOWNLOAD:


brought to you by:


INSTRUCTORS: Frank & Kim Moyer

Frank was born and raised in Iowa and completed his studies at Iowa State University. Moving to Colorado in 1994, he and his wife Kim have gone on to raise two beautiful daughters, Mckenna & Bailey. Frank is an entrepreneur, having owned several companies in the construction industry. One of his specialties has been land acquisition. In recent years, Frank has developed a passion for working with people to educate them on the process of growing their wealth. Regardless of how large or small a client is, they get the same treatment with Frank. He works with a team of professionals, finding financial strategies to help accomplish his client’s objectives. 

[email protected]