Lunch & Learn - July

What Keeps You Up at Night? Financial Planning for Business Owners

July 10, 12:00 - 1:30 pm
Session + Box Lunch = $15/person

Registration Closes July 3, 5:00 pm

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Will I ever be able to retire? What if something happens to my business partner? How do I attract the best talent? Should I expand my business and invest even more money? As business owners, it isn’t uncommon to lay awake at night and worry about all of these things and many more items. Sara Juran will give an overview of why financial planning is different for business owners, ensuring your family is taken care of and that you have the right benefits in place to attract the best talent. You will walk away with increased knowledge on how to move forward financially for you personally and for your business.

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Presented by:

Sara Juran, Advisor and Vice President for Leverty Financial Group

At Leverty Financial Group, Sara coaches and guides clients throughout their lives by helping them understand complex financial issues and how to create an actionable plan. Sara focuses on developing highly personal relationships, listening and asking the right questions. Taking the time to learn all the important details of life, including aspirations, values and passions, she can create an expertly tailored plan for each client.

She works with clients in a variety of situations, including transitions such as marriage, family additions, promotions, divorce, loss of a loved one and more. She understands the challenges that arise during transitions and assist clients in making necessary, timely decisions while strategically planning for the future. Sara empowers clients to make educated decisions that are consistent with their values and goals.

Sara has 15 years’ experience in finance, strategy planning and execution, project management and coaching and building teams.  

She is from Sioux Falls, South Dakota, graduated from Dana College with Finance and Communications degrees and later earned her MBA from Augsburg College. She lives in Minneapolis with her husband Aaron and their two children, Blake and Olivia.

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Lunch catered by Breaking Bread Cateringa social enterprise restaurant and catering service in North Minneapolis offering fresh and flavorful global, comfort foods while supporting a social mission and vision. 

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