Jmore’s inaugural Your Finances/Your Future event brought together a panel of the area’s leading experts on various aspects of finance.
Moderated by Gary Stein, the March 9 virtual event featured Byron T. Deese of Glass Jacobson Financial Group, Steven J. Heller of Heller Kowitz Insurance Advisors, David Polashuk of Levy, Mann, Caplan, Hermann & Polashuk, LLP, and George J. Nemphos of Nemphos Braue LLC.
Addressing questions for business owners and individuals, topics ranged from choice of entity, small business owners reaching retirement goals, succession planning, and making sound insurance choices.
Watch a replay here:
Event sponsors included Nemphos Braue, LLC, Glass Jacobson Financial Group, Heller Kowitz Insurance Advisors, Levy, Mann, Caplan, Hermann & Polashuk, LLP, and the Goldman Sachs 10,000 Small Businesses program at CCBC.
Sponsored by
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