New in 2026 for Business Owners

Join us for an informative Connect & Learn with Jeanie Boymel of Altitude Financial Partners, where business owners will gain practical insights into important financial updates and strategies for 2026. Jeanie will walk participants through effective business and personal budgeting, using a helpful budget worksheet that attendees will receive to support their financial planning. She’ll also cover key considerations for business succession planning and buy/sell agreements, along with valuable retirement and tax strategies designed to help business owners plan for the future while protecting what they’ve built. This session is a great opportunity to learn actionable tips to strengthen both your business and personal financial outlook.