Business Owner Resource Webinar

 

In conjunction with Main Street Alabama, the team at Fi Plan Partners held a Business Owner Resource Webinar that covered the following topics:
  • SBA Loans
  • PPP Forgiveness
  • Navigating Market Anxiety
  • Business Consulting and Succession Planning
  • Financial Planning for Loss in Your Business
Watch or listen to the recording of our webinar to learn more about how to protect your business and plan for the future.

 

Greg Powell, CIMA®
President and CEO
Wealth Consultant
Email Greg Powell here

Bobby Norman, CFP®, AIF®
Managing Director
Wealth Consultant
Email Bobby Norman here

Jay McGowan, CFP®, CPA, PFS
Senior Vice President
Director of Financial Planning
Email Jay McGowan Here

Ashley Page, JD, MBA
Senior Vice President
Wealth Consultant
Email Ashley Page here

Adam Vansant, AIF®
Associate Vice President
Wealth Consultant
Email Adam Vansant here

 

Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. Fi Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

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