Business anxiety killing your workflow?
Protect your love for the work from the weight of the work.
- What happens if something goes wrong?
- Will I be able to retire?
- And what happens to my business when I’m ready to step away?
- Family Business Succession/Non-Family Business Succession
- How to hire and use fractional executives when you can't afford full-time help.
Protect What You’ve Built
What happens to your business, income, and family if the unexpected happens? We’ll explore insurance and risk-management strategies designed to protect the business you’ve worked so hard to build.
Build Wealth Beyond Your Business
My retirement plan is my business. When will I be able to retire? Am I going to have enough to retire? What if I can't sell my business? Most business owners aren't good at planning for and making their personal and business goals fit together. Learn strategies that help you keep your plans in alignment and achieveable.
Plan Your Exit Before You’re Ready to Leave
According to the Small Business Administration, only 30% of family owned businesses successfully transition from the first to second generation. And only 12% survive to the third generation.
Learn about the three most common reasons they fail, and how to make sure it doesn't happen to your business.
You’ve spent years building your business. But have you taken the time to protect what you’ve built, and plan for what comes next?
Join us for a practical conversation about the financial decisions every business owner needs to consider, from protecting your business and preparing for retirement to creating a succession plan.
Date: October 14th
Time: 8:00 - 9:00 am or 12:00 - 1:00 pm
Location: FVTC’s DJ Bordini Center, located at 5 N Systems Drive, Appleton, WI 54914
Meet The Speakers
Blake Hudziak
Chuck Van Devander
Chuck Van Devander
Blake's journey in the financial industry began early, growing up learning about the importance of financial literacy from an early age. This unique upbringing instilled in him a passion for helping others achieve financial success.
Blake is dedicated to guiding clients toward financial freedom in retirement by crafting meticulous financi
Blake's journey in the financial industry began early, growing up learning about the importance of financial literacy from an early age. This unique upbringing instilled in him a passion for helping others achieve financial success.
Blake is dedicated to guiding clients toward financial freedom in retirement by crafting meticulous financial plans tailored to meet their specific goals. His commitment extends beyond planning, as he emphasizes the importance of financial education for everyone, whether they're just embarking on their careers or preparing for retirement. Blake is a licensed independent insurance agent and holds the Certified in Long Term Care (CLTC®) designation, underscoring his expertise in the field.
Chuck Van Devander
Chuck Van Devander
Chuck Van Devander
Chuck brings more than 30 years of experience helping business owners with their personal and business tax and estate planning needs. He received his BS in Accounting from Arizona State University and his Law (JD) and Master's degrees (LL.M Tax) from the University of Denver.
Chuck excels at communicating in plain terms that everyone un
Chuck brings more than 30 years of experience helping business owners with their personal and business tax and estate planning needs. He received his BS in Accounting from Arizona State University and his Law (JD) and Master's degrees (LL.M Tax) from the University of Denver.
Chuck excels at communicating in plain terms that everyone understands, not in legal or technical jargon. His priorities revolve around the business owners' personal goals and objectives, making sure that any planning leads to fulfilling those needs both during life and after death.