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Business Services Webinar Series

You work hard to build a strong future for your company and employees, and your dedication shows in the results you deliver.

We’re equally dedicated to the financial well-being of both you and your business. We offer access to quality investment and insurance strategies customized to address the individual needs of businesses of every size and in all stages of development. Based on our thorough understanding of both opportunities and challenges you face, we can provide comprehensive strategies to address your business needs while delivering a high level of customer service.

In Part l on Business Entity Formation, we covered how to select the type of entity that is most appropriate for different types of businesses, how to legally form a business entity, and prepare the legal documents required to engage in business in California. View the replay below.

In Part ll on Business Operations, we discussed how to operate your business efficiently. Topics covered included bookkeeping, payroll, accounting, taxes, employee benefits and legal forms. View the replay below. 

Part lll of the series covered business owner strategies for development, growth and protection. View the replay below.

For assistance with establishing your business, Paul Smith, Kinecta Wealth Management's Insurance Specialist is available to answer any questions you have. 

Watch the replay of Part l: Business Entity Formation


Watch the replay of Part ll: Business Operations


Watch the replay of Part lll: Business Owner Strategies for Business Development, Growth & Protection