What Keeps You Up at Night? A Virtual Live Seminar for Business Owners
Date and Time
Wednesday May 15, 2024
7:30 AM - 8:30 AM EDT
May 15th, 7:30-8:30 am
Location
Zoom
Fees/Admission
Free for AGC MA Members
Contact Information
Lisa J Frisbie
Send Email
Description
- Identifying & Prioritizing Goals
- Four Critical Asset Classes of Your Business
- Key Areas to Protect
- Stages of Business Development
- The role of Business Advisors
Doug DiCerbo, Partner & Wealth Management Advisor, Sentry Hill Financial Advisors
Doug’s specialty is working with business owners, and he has expertise in estate and business planning. Originally from Upstate New York, Doug joined Northwestern Mutual in 1995 after graduating from Hartwick College and has helped his clients secure their family’s financial future for the past 25 years.
Dan Pion, Lead Advisor at Sentry Hill Financial Advisors
Dan joined Sentry Hill Financial Advisors in October of 2020, with many years of experience as a Financial Advisor at New York Life and Citizens Investment Servicesand serves as a direct contact and liaison to our client base with specific focus, expertise and knowledge on both the insurance and investment sides of our business.
Douglas J Di Cerbo and Daniel A Pion use Sentry Hill Financial Advisors as a marketing name for doing business as representatives of Northwestern Mutual. Sentry Hill Financial Advisors is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Douglas J Di Cerbo, and Daniel A Pion provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Douglas J Di Cerbo and Daniel A Pion are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Douglas J Di Cerbo and Daniel A Pion provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org).
Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. Northwestern Mutual Private Client Group is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or other legal entity.