As a business owner, your time is consumed with building a better, more profitable and hopefully more valuable business. Unfortunately, that often means deferring many important personal financial decisions to the future.
May 15th and 22nd | $49 | 6:00 -8:30 pm | Widener University SBDC
This course will help you understand the various business and personal financial decisions that should be incorporated into your long-term thinking. Most importantly, you will gain a better understanding about steps you can take now to help provide a more financially secure future for yourself, your family, your business and your employees.
By gaining relevant insight about important business and financial concepts, you will
become an advocate for your own needs and be better positioned to utilize the expertise
of your existing team of advisors. This course is intended to provide you with the stepping
stones to move forward on a path to accomplishing your personal objectives.
Senior Partner - Diamond State Financial Group
At the University of Delaware, Josh was involved with the Financial Managers Association, as well as a part of its Honor Society. Since joining Diamond State Financial Group in 2007, Josh has worked primarily with young professionals, business owners, and clients nearing retirement, helping them secure their financial future. As a Managing Director, he trains and mentors advisors in the early stages of their career. His favorite part about his role is his ability to be an educator and resource – whether it be to clients, advisors at the firm, or other partners in business.
Financial Advisor - Diamond State Financial Group
David works closely with individuals, couples, organizations and small businesses in providing short and long term comprehensive financial services based on solid research and informed choices. David provides customized financial services to individuals, couples, organizations and businesses. His services include investment strategies, retirement strategies, tax strategies, protection strategies, estate planning strategies and a strong emphasis on understanding your current financial situation. David's commitment is to build long term relationships with his clients, build a solid foundation for today and a clear strategy for the future.
Joshua and David are registered representatives and investment advisor representatives of Securian Financial Services, Inc.
Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Diamond State Financial Group is independently owned and operated. 121 Continental Dr. Suite 110 Newark, DE 19713.]
Neither Securian Financial Services, Inc. or Diamond State Financial Group are affiliated with Widener University or Widener University Small Business Development Center.
The workshop will be held at The Widener University SBDC located at 1304 Walnut Street. Parking is available in the lots adjacent to the building at 13th and Walnut Streets and 14th and Walnut Streets. The workshop will be held in the Leslie C. Quick Center.