Learn wealth-building strategies, capital access, asset protection, and business exit planning with Merrill financial advisor Caroline Norris-Jones.
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Learn with Bank of America: Financial Planning for Business Owners
Building personal wealth while growing your business requires strategic planning and expertise. This workshop addresses the unique financial planning needs of entrepreneurs, providing valuable insights to help you secure your financial future.
Led by Caroline Norris-Jones, Financial Advisor at Merrill Lynch Wealth Management, this presentation offers a comprehensive approach to managing wealth as a business owner. The workshop covers essential topics including:
- Creating personal wealth through effective financial planning
- Accessing capital through various financing options
- Protecting your assets with appropriate insurance strategies
- Planning for a successful business exit
- Implementing estate planning for long-term security
Whether you're an early-stage entrepreneur or an established business owner, this workshop provides relevant strategies that can be tailored to your specific stage in the business lifecycle. You'll gain practical knowledge to help you make informed decisions about your personal finances while building and protecting your business.
Who Should Attend: This workshop is specifically designed for:
- Business owners looking to balance business growth with personal wealth creation
- Entrepreneurs concerned about retirement planning and financial security
- Family business owners considering succession planning
- Business founders contemplating an exit strategy within the next 5-10 years
- Established business owners seeking to optimize tax strategies and asset protection
- Any entrepreneur wanting to separate personal finances from business finances
About the Instructor
Caroline Norris-Jones, Financial Advisor, Merrill Lynch Wealth Management
Caroline Norris-Jones is a Financial Advisor in Chicago at Merrill Lynch Wealth Management. She is part of a dedicated multi-generational team that focuses on offering a comprehensive approach to managing wealth and helping clients navigate complex financial landscapes. Her approach emphasizes building a strong, trust-based relationship, to craft personalized strategies that align with each client's goals. She is passionate about empowering individuals and families to achieve financial security and success.
Caroline is enthusiastic about helping entrepreneurs with finance and supporting the next generation. Beyond her professional work, she is an avid travel and adventure seeker. She is passionate about giving back and serves on the board of Women's Exchange and Anti-Cruelty Young Associates, along with actively participating in several local organizations.
