Lunch & Learn: AGC Owners Forum >> Turning Years of Hard Work into Lasting Value 

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_{Build the foundation for transition
and the financial freedom you deserve.}

_{[ NOTE: EVENT DATE CHANGED FROM NOV. 21, 2024 ]}

  

_{Join us for this transformative lunch-and-learn session designed specifically for construction-business owners.
Discover how to build a lasting legacy by aligning your business and personal financial goals. Learn to maximize your business's value, bridge the wealth, profit, and value gaps, and calculate your financial freedom point. By understanding the intricate relationship between business growth and personal financial planning, you will leave with the knowledge base to make strategic decisions that benefit you, your business, and your family.
Presented by seasoned business strategist Tom Doll and certified financial planner Justin Gross, this seminar offers valuable insights and practical strategies to help you achieve your goals. You will leave with tools and insights that could have a significant impact on your financial future.}

<sub>Space is limited;  register today!

Tom Doll, a seasoned business strategist, coach and certified exit-planning advisor, helps businesses grow and prepare for successful exits. With over 25 years of experience in tech, horticulture and construction, he focuses on strong leadership, vibrant culture and strategic planning to maximize company value.

Justin Gross, CFP, is a partner and lead advisor at Financial Plan of Bellingham -- a fee-only RIA providing first-class service to a select number of qualified clients. Justin maintains a special focus on custom planning for business owners and executives, including helping his clients reduce tax liability and manage their assets efficiently with the goal of building and preserving wealth over the long term.

Space is limited;  register today!</sub>

Hotel Indigo | 1028 13th Street, Everett