ClaimLinx invites you to Uncommon Strategies Webinar

ClaimLinx is inviting you to join a zoom call with Lifetime Financial Group (LFG)  and Tom Wyatt. The meeting is to go over uncommon strategies that will help you run your business more smoothly. This session is a must for any client who owns a business, their accountants and any other professionals who serve them.

LFG is very excited to announce that Tom Wyatt, will be the next speaker in the UnCrowded Wisdom seminar series! Tom is LFG’s resident expert on topics that are important to your business owner clients.

  • Optimizing cash flow
  • Personal finance and how business owners need to think differently.
  • Using benefit plans to attract and retain talent
  • Maximizing the value of the business prior to selling it
  • Tax minimization in the current economic environment

Tom Wyatt has 24 years of experience in business planning, retirement planning, executive benefit programs, charitable planning, and individual planning. He has clients from the east and west coast, the businesses he works with could have a few associates to thousand employees. He helps with business owners needs, including planning and business exit strategies.

How To Join

Tuesday, July 12th, 2022

12:00 pm- 1pm (EST)

Click here to Register 

Receive an official invite from LFG by clicking here