Stop putting it off!

Planning for Business Owners
Presented by Robert Harrison, Davidek Law Firm & Jennifer Larsen, Wohlstand Wealth Strategies

Running a successful business takes more than a great idea or a strong work ethic—it requires careful planning, strategic foresight, and a solid foundation in both legal and financial matters. Planning for Business Owners is a comprehensive presentation designed to equip entrepreneurs and business owners with the essential tools to secure their ventures and legacies for the long term.

Led by two highly respected professionals in their fields—Robert Harrison, an experienced attorney from Davidek Law Firm, and Jennifer Larsen, a seasoned financial strategist from Wohlstand Wealth Strategies—this session offers a dynamic and practical roadmap for achieving lasting business success.

Whether you’re launching a startup, expanding your operations, or preparing for retirement, legal and financial planning should be at the forefront of your strategy. Without it, you risk exposure to legal challenges, tax inefficiencies, and unclear succession plans that can jeopardize your hard work. This presentation aims to demystify the critical components of planning that are too often overlooked until it’s too late.

Robert Harrison brings deep expertise in business law, estate planning, and asset protection. During the session, he will walk you through key legal considerations that every business owner should understand—from entity formation and contracts to compliance, risk mitigation, and succession planning. You’ll learn how to proactively safeguard your business against liability and structure it for flexibility and growth. He’ll also explore the importance of having up-to-date estate plans and business continuity documents that protect your business and loved ones in the event of unexpected events.

Jennifer Larsen complements this legal foundation with a robust perspective on financial strategy. With a focus on helping business owners achieve financial independence, Jennifer will outline best practices for cash flow management, tax-smart investing, retirement planning, and transition strategies. Whether you’re looking to reinvest in your company, prepare for a sale, or leave your business to the next generation, Jennifer will share the tools and insights you need to make informed, confident decisions.

Attendees can expect to walk away with actionable strategies for:

• Structuring your business to limit liability and maximize growth potential
• Protecting personal and business assets through legal safeguards
• Designing a comprehensive succession or exit plan that aligns with your goals
• Navigating key tax considerations with long-term financial health in mind
• Creating a legacy plan that ensures the continuity of your business and family wealth

This session is ideal for entrepreneurs, small business owners, family business leaders, and professionals managing growing enterprises. Whether you’re early in your journey or decades into running your business, Smart Strategies offers valuable insights tailored to your stage and aspirations.

By addressing the full spectrum of business planning—from the legal framework to financial strategy—this session bridges the gap between everyday operations and long-term vision. It empowers you to take proactive steps now that will benefit your business well into the future.

Don’t miss this opportunity to learn from two experts who are passionate about helping business owners thrive. Robert Harrison and Jennifer Larsen combine legal acumen and financial strategy in a way that’s approachable, actionable, and directly relevant to today’s business challenges. Secure your business. Protect your legacy. Plan smart.

SEATING IS LIMITED. RSVP TODAY TO RESERVE YOUR SEAT.