Virtual Lunch & Learn: Actionable Ideas for Business Owners

AIA Triangle Virtual Lunch & Learn

Sponsored by:

Actionable Ideas for Business Owners:

How to retain talent and prepare for the ever changing tax environment

September 15 | 12:00 pm – 1:00 pm | 1 AIA LU Credit

AIA Members & AIA Triangle Annual Partners: $0 | Non-members: $25

In this program, we will be discussing how business owners can continue to attract and retain talent. We will address the ever changing tax landscape and will spend time on topical issues that are affecting most small businesses.

LEARNING OBJECTIVES:

• Participants will assess methods to attract new employees
• Participants will discover ways to retain current employees
• Participants will recognize what the next tax reform may look like and how that could affect their business
• Participants will discover that can be done for key employees and how that could be beneficial to the business from a tax standpoint

PRESENTED BY:

Matthew Schade | Investment Advisor Representative | Founding Partner of Arbor Wealth

Matt has been in financial services for over 20 years. He has a passion for educating his clients and empowering them with the knowledge to make good financial decisions. He often says that one of his strengths is finding ways to make complex financial topics simple for people to understand.

Domenica Stuckey, Investment Advisor Representative | Founding Partner of Arbor Wealth

Domenica Stuckey has been in financial services for 11 years and has a passion for helping people improve their overall financial literacy. Her experience has shown her that people lack financial literacy regardless of their demographics or socioeconomic background and she wants to make it easier for people to get the information that they need. In 2018 Arbor Wealth was founded as a company whose mission was to help families and small businesses become better capable of understanding the consequences of their financial decisions as well as a financial planning company who helps facilitate all aspects of a client’s financial needs.

• RSVP required by 10:00 am on September 15th
• AIA Members & AIA Triangle Annual Partners: $0 | Non-members: $25
• A link to access the Zoom meeting will be emailed the morning of the program