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Financial Planning for Business Owners with Prudential

  • South Cobb Diner 5850 Love Street Austell, GA 30168 (map)

West Metro Atlanta Woodard Group is a community for small businesses and accounting professionals looking to network, exchange ideas, make connections and explore partnerships.

Are you struggling with choosing the best investment options to grow your money? Do you know someone that needs financial planning for retirement? Are looking for tax favorable benefit options to offer to your employees or to your clients?

I invite you to come out and hear Tania Robinson and Jared Deyong share with us, financial planning and investment strategies you can use or share with your clients. If you need CPE credits, you don't want to miss this session.

Tania K. Robinson, Financial Planner at Prudiental

Tania K. Robinson is a Financial Planner with Prudential in metro Atlanta. Her goal is to provide business owners and families with assistance in building their financial freedom. Her personal goal is to become a lifetime resource for each client.

Tania has been in the financial services industry for 15 years, holding her series 7, 63 and 66 Securities licenses as well as her life, health and variable life licenses. She also received the Financial Services Certification Professional Designation (FSCP) from the American College of Financial Services in Bryn Mawr, PA.

Jared Deyong is the Regional Vice President of Prudential’s Individual Life division. Based in West Palm Beach, FL, he has 12 years of insurance industry experience in using life insurance to benefit your individual and small business owner clients.

Through a collaborative and consultative approach, Jared can help you design, implement and review life insurance strategies to expand the capabilities of your business. This will enable you to offer small business owner strategies, complex wealth transfer concepts, including estate planning, charitable giving, and much more.

This meeting is hosted by Kathy Hazelrigs Grosskurth, CEO of Bookkeeping Clean and Simple and Ufuoma Ogaga, CEO of Goshen Bookkeeping & Consulting. Admission is free.