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IFDA NY- MAXIMIZE YOUR BUSINESS FOR PERSONAL USE
Wednesday February 2 @ 11:00 am - 12:00 pm EST
Wednesday, February 2, 2022 • 11:00AM
MAXIMIZE YOUR BUSINESS FOR PERSONAL USE
In most cases, a business owner’s lifestyle is tied directly to the success of their business. As you focus on your business plan are you confident you are maximizing the benefits of business ownership?
How can you get more value out of your business to enhance your lifestyle?
People Create businesses for 3 reasons:
• • To have control over their destiny
• • The potential for unlimited income
• • To build a legacy that will last for generations
Sherri and Robert will discuss how to create a successful plan that allows you to leverage the financial benefits of your business.
We will focus on the key elements of a successful strategy.
At the end of the workshop, you should gain additional tactics to make your business work for you.
“A successful business brings a feeling of accomplishment “
Wednesday, Feb 2nd
at 11 AM EST
Sherri Sklov was inspired to become a financial representative during the Covid Pandemic. She saw it as an opportunity to rediscover her dedication in helping individuals, families, and small businesses gain financial stability. It was at that moment when she realized the important needs the people around her were searching for like protection, confidence, and security about their future. It is Sherri’s mission to communicate protection to her clients while developing tailored strategies for them.
Sherri has over 13 years of experience as the National Sales Director for a decorative lighting company before starting her financial career. She is a proud supporter and a volunteer fundraiser for the Good Cause Gifts Organization. Sherri’s interests include home design and architecture, gardening and landscape design, meditation and journaling, photography, and traveling. On her free days she enjoys spending family time with her two grandchildren that are the joy of her life.
Bob Worgaftik was a co-founder of MW Financial Group, Ltd. in 1983, before the agency merged with Certified Financial Services in 2019. He also co-founded Total Pension Services, Inc., MW Group Benefits, Inc. and MW Long Term Care Solutions, Inc.
Bob attained the ‘Five Star’ Wealth Manager award for three consecutive years since 2010. This distinction recognizes an elite group, representing less than 2% of the wealth managers in the state of Connecticut.
His participation in several civic activities include coaching Avon soccer and basketball teams, member of the Teams Committee for Country Club of Avon, lecturer for Down Syndrome Congress, guest speaker for numerous associations on retirement and tax planning, past member of Finance Board for Beth El Temple, and Commissioner for State of Connecticut Citizens Ethics Advisory Board.
Robert Worgaftik, CLU ChFC, CFP, CLTC
firstname.lastname@example.org 860.677.2600 X623