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POSITION YOUR BUSINESS & PERSONAL FINANCES FOR SUCCESS

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Thu, Oct 4, 2018 @ 8:30 am - 10:30 am

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Position your company for success! Learn how to leverage critical success tools including Business Plans, budgets, financial oversight, and various insurance programs and instruments to grow and prosper. | FREE

Speakers: Bruce Share, Chief Operations Officer of BestBanking.com and CEO of its subsidiary, Best Business Advisors and Robert Roselli, CFP®, Highland Financial Group
Sponsored by the MA Small Business Development Center

Presenter

Robert Roselli

Robert has over 20 years of experience in the financial services industry where he focused primarily in financial planning and derivative operations at a number of well-known firms.

While at Highland Financial Group, Robert works closely with families and small business owners helping them design comprehensive financial strategies. He has a special focus on disability insurance and how to help protect families and business from loss of income.

Disability Topics that are discussed include Disability Buy Sell, Key Man, Personal, and Business Overhead Insurance.

Robert earned a Bachelor of Science in Business Administration from Merrimack College.
Robert enjoys playing golf, landscaping, and coaching soccer and baseball in his spare time. Robert and his family live in Marlborough, MA.

Presenter

Robert Roselli

Robert has over 20 years of experience in the financial services industry where he focused primarily in financial planning and derivative operations at a number of well-known firms.

While at Highland Financial Group, Robert works closely with families and small business owners helping them design comprehensive financial strategies. He has a special focus on disability insurance and how to help protect families and business from loss of income.

Disability Topics that are discussed include Disability Buy Sell, Key Man, Personal, and Business Overhead Insurance.

Robert earned a Bachelor of Science in Business Administration from Merrimack College.
Robert enjoys playing golf, landscaping, and coaching soccer and baseball in his spare time. Robert and his family live in Marlborough, MA.

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