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Cowerks University: How to Make Your Business Work For YOU

In this talk Dick will offer insight into the pros and cons of multiple business structures and employment positions while mostly focusing on the advantages and potential of being a business owner. Dick has been an financial advisor, insurance agency owner and manager, corporate executive, corporate consultant and small business owner. He retired into his specialty which is financial advisory and planning.

Some of the topics he will cover are:

Ways to save money and taxes
Finding/Retaining Talent
Business Ownership Structures
Compensation Issues for you and your key employees
Distribution vs Manufacturing—which one is the focus of your needs and efforts.

About the Presenter:
Richard A. Goldman is one of the most experienced Financial Representatives and life insurance specialists in this area. Dick has worked at Northwestern Mutual, Home Life Insurance Company of New York, Tillinghast—Towers Perrin, and Deutsche Bank. After retiring from the executive world, Dick went back to his roots and helped form his current practice (Blick, Goldman and Shah). Dick is a graduate of the University of North Carolina, and received his Masters of Science in Financial Services from The American College. He’s currently a member of the Meridian Health Finance Committee and has served on boards of Ocean Medical Center, Chestnut Hill Academy, The Peck School, and MDRT Foundation.

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  • Tony E.

    Very informative for both current and future business owners, liked the open format.

    January 7, 2014

  • Corey W

    Really enjoyed this presentation. Thank you Dick and Irv for your insights. Wish we didn't have to take off early. Would have liked to hang around and chat after. Next time!

    January 7, 2014

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