Protect, Grow & Plan For The Future: Small Business Financial Planning Workshop

 

Tuesday, February 17, 2026

9:00 AM – 10:00 AM

PGCEDC Offices (Boardroom)

1801 McCormick Drive, Thurd Floor (Suite 350), Largo, Maryland 20774

Who Should Attend

  • Small business owners

  • Entrepreneurs and sole proprietors

  • Business partners planning for long-term growth

  • Owners beginning to think about retirement, continuity, or succession planning

  • Topics Covered

  • How business owners can use insurance-based strategies to help reduce taxes as part of a broader financial plan

  • Retirement planning and key employee options for small business owners

  • Strategies to grow and protect business and personal assets

  • Planning for “in the event of” scenarios, including disability, illness, or unexpected transitions

  • Preparing for long-term care needs

  • Succession planning and considerations beyond the owner

Register TODAY to protect, grown and plan for the future!

Join us for a free, one-hour educational session designed to help small business owners better understand how strategic financial planning tools can support long-term business sustainability and personal wealth protection.

This session will be led by Integrity Marketing Group, who will walk participants through key financial planning concepts that business owners often overlook when planning beyond day-to-day operations.

The workshop is informational only and intended to help entrepreneurs think proactively about protecting what they are building today while planning responsibly for the future.

To provide small business owners with practical, high-level financial planning insights that support long-term stability, continuity, and informed decision-making—helping entrepreneurs protect today’s progress while planning for tomorrow.

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