Join HBAGK for our monthly Education Series as we bring to you different topics to help you keep up with the latest business trends and help you grow your business. This month we welcome Pete Amrein from Amrein Wealth Strategists to discuss common financial planning mistakes seen among successful business owners.

Key points that will be discussed include:

·                     Investing without a defined strategy

·                     Lacking a retirement income plan

·                     Outdated beneficiary designations

·                     No written financial goals

·                     Assuming the business alone will fund retirement