Tidbits

The reason most people never reach their goals is that they don’t define them.

— Denis Waitley

Action Tidbits

 

Events

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Life Plan for Your Business

March 10, 2021

Is your business prepared for the unexpected as you move forward? The unexpected being… good (unanticipated growth, for example) OR… bad (a health issue forcing a business leader to fast forward their exit strategy.)

We’ll look at the top five concerns for business owners…

1) business growth (or rebuilding)
2) recruiting top talent
3) sale or transfer of business
4) cash flow management
5) retention of key employees
...and align them with tools and resources that can help you make decisions and improve your business.

Register for event at: www.greatergbc.org/events/food-for-thought

Register online or contact us at wendys@actionfinancials.com or 920-827-2510. We sure look forward to chatting with you!

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Business Owner Roundtable Discussion

March 25, 2021

Register for one of two times

Date: March 25, 2021
Time: 9:00 - 10:00am

Register & Learn More

Date: March 25, 2021
Time: 1:00 - 2:00pm

Register & Learn More

It’s 2021. Our new President is in place. As a business owner, are you asking yourself, “now what?” Join in on a live Roundtable Open Discussion about financial topics of interest with other small business owners.

We’ll chat on topics regarding the economy, markets and the current environment relative to business owners. This will be a virtual GoToMeeting conference call. Join from anywhere.

Register online or contact us at wendys@actionfinancials.com or 920-827-2510. We sure look forward to chatting with you!

Advisor Education Opportunities

Articles

Allocate 401k

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How to Transfer Funds

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Number on Life Insurance

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Roth IRA for Retirement

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The Nautilus Navigator

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The Eagle Eye

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Mainstay Market Pulse

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GuidePosts