Business Owners Series

Continuing Education - Business Owners Series

These hour and a half long seminars are perfect for anyone who owns a business, planning on starting a business, or is concerned about their personal financial future.

With an experienced consultant with 20 plus years in the business, each participant is guaranteed personal attention and guidance in their personal or business endeavors.

We are always opened to suggestions on the course topics. Please feel free to let us know about any topic that interest you and you feel should be one of these seminars.

Cost
The fee for this program is $150 per company which allows for two participants to attend along with program materials for each attendant.

Courses Available

  • Personal & Business Income Tax Reduction Strategies
  • Tax-wise Business Disposition and Exit Strategies
  • Cost Containment of Employee Group Benefits
  • Complex Estate Planning Made Simple
  • Making Qualified Retirement Plans More Effective by Increasing Participation and Reducing Costs
  • Strategic Planning
  • More coming soon

Instructor
Steve Dozier is CEO of the family owned and operated Dozier Consulting Group. Steve has over 32 years experience in the Family Business Consulting arena. His specialties are business disposition, wealth transfer, investment, and tax planning. Steve frequently lectures to many business groups and associations. He is a Certified Financial Planner and Chartered Financial Consultant. Steve has also earned his Master of Science degree in Financial Services.