Walk-In Wednesdays at SDBA

Are you unknowingly losing money in your business investments? Many business owners make critical financial mistakes that can impact their long-term growth and stability.

Join us for this exclusive Walk-In Wednesday session, presented by Northwestern Mutual, where we’ll uncover the top financial blind spots that business owners face and how to avoid them.

What You’ll Learn:

💡 How mistimed purchases and sales can reduce your returns by over 3% annually.

💡 The importance of portfolio rebalancing and how it lowers risk.

💡 How tax-loss harvesting can help you maximize savings and reinvest profits.💡 Why working with a fiduciary advisor can help you build a strong financial future.

This free event is designed to help business owners make smarter financial decisions, reduce risks, and maximize their investment potential.