Upcoming Webinar

Introduction to Planning for Business Owners

Date: Tuesday, August 4, 2026

Time: 1:00 PM EST

Join Simplicity’s Advanced Planning Team for a foundational webinar on planning for business owners.

This session will be an introductory level discussion on the unique aspects of working with business owner clients, helping them achieve their financial and estate planning goals, and best practices for advisors seeking to grow their practices in the business owner market.

Reserve Your Spot

First Name *

Last Name *

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Simplicity Office *

Please confirm with your broker dealer prior to registering for this event. Registered representatives who are not affiliated with Simplicity Securities are solely responsible for insuring they are allowed to attend.

Attend to learn about:

✓ The top financial and estate planning goals and concerns of business owner clients
✓ Discovery and fact-finding – Asking questions that motivate action
✓ Business entity type and how it impacts planning recommendations
✓ Tax laws specific to businesses every advisor should know
✓ Preparing for the business valuation conversation
✓ The importance of building an advisory network that specializes in business owner services