ABOUT THE COURSE
This course will go over three areas that are essential to establishing your business.
- Considerations before starting a small business
- Building a business plan
ABOUT THE INSTRUCTOR
Shawn utilizes many different investment strategies to connect clients to their wealth management goals, and ultimately their short and long term financial plans which are established through a thoughtful discovery process within the Teal & Associates team. Using his experience of over 13 years in the financial services industry, Shawn’s investment recommendations are specific to each client’s financial picture, understanding that everyone has a relatively different comfort level with regard to investing. His experience incorporates many areas including small business clients, retirement planning and assisting our clients with simplifying the investment process with a one team approach, but are not limited to equity strategies, fixed income, initial public offerings, market linked investments, options and annuity strategies.