CPT Seminar Coming Up

CPT Wealth Strategies is hosting its Small Business Owners Summer Seminar on August 15 at 8:30-11:30 a.m. at the Courtyard by Marriott Mobile Daphne/Eastern Shore in Spanish Fort. Breakfast will be available between 8 and 8:30 a.m. The conference will discuss and provide best practices and education on various topics to be a successful business owner, plus how to grow and protect your business. The keynote speaker will be Don Cooper of Principal Financial Group discussing using life insurance in business strategy and planning. Mike Roberts, principal and founder of CPT, will discuss life and disability planning, risk transfer and alternative funding programs to create, protect and transfer wealth. Stephen J. McKee of Iron Financial will be speaking on retirement planning and wealth creation alternatives. Seating is limited to 20 registered attendees. The event is free for all Eastern Shore Chamber of Commerce members. For more information, contact Roberts at phone: 917-328-4904 or email.