| BUSINESSKILLERS
Supported by an educational grant from AXA Advisors, LLC.
Thursday,
October 16, 2015
1:30 pm – 3:30 pm
Room 103
Avoiding the 6 mistakes that can destroy your business and
your future:
·
“I know what my business is worth.”
·
“I’m too busy running the company.”
·
“That’ll never happen to me.”
·
“There’s plenty of time for that.”
·
“My business is my retirement.”
·
“You can’t beat Uncle Sam.”
We never plan to make mistakes. As business owners, we’re
focused on running our business. Everyday brings new challenges, opportunities
and decisions. But there are six mistakes that consistently cause businesses to
fail. And we need to know what they are and how to avoid them! Learn how to protect yourself and build
a firewall around your business and your personal assets. BusinessKillers is a
unique, educational workshop with six video modules dramatizing a critical
error in planning and protecting a business and the impact on the owner’s
personal financial future. A
unique and powerful aspect of the BusinessKillers workshop is the
ability for you to evaluate your own risk with a risk barometer booklet
designed by industry experts. With
BusinessKillers, you learn from the
mistakes of others in a concise, interactive, video format. No slides, charts
or graphs.
Recommended
For…Dentists.
 Donald
Halicki is a financial professional at AXA Advisors, LLC, with the
Empire State Marketing Center. He holds his FINRA series 7, and 66 as
well as Life and Health licenses. He graduated from Buffalo State College
with a Bachelor’s in Business Administration. As a financial consultant,
He is dedicated to helping clients build secure financial futures and plan for
their retirement. He is committed to putting his clients first in his practice.
His goal is to provide opportunities for financial independence for
individuals, families and business owners by accumulating wealth and valuable
strategies through the use of investments and insurances. He believes the
community is important to our area for growth. He is a member of the Lion’s
Club, Board Member for St. John Vianney Parish Finance Council, and
participate’s on the Advisory Board of the West Seneca Finance Academy, which
assists students in preparing for financial literacy and a career in Finance
and Banking.
Adam Brunner is a Financial Professional with AXA Advisors,
LLC, practicing through the Empire State Marketing Center based in Buffalo, New
York. A graduate of the State
University of New York at Buffalo with a Bachelor’s degree in Finance, Adam
holds his FINRA Series 7, 66 and 24 licenses; as well as his Life and Health
license. Adam joined AXA Advisors
in August of 2003, spending his first three years as a Financial Consultant in
the Buffalo branch. In November of 2006 he was promoted into district
management as a Vice President and remains in that role today. With a focus on small-businesses, Adam
specializes in qualified employee plans, executive benefits and legacy
planning. He has a unique perspective and platform to help business owners
during times of transition with the intent to provide stability through unforeseeable
business-related events.
 Keith
Wziontko, CLU, ChFC began his career in the financial services industry
17 years ago. His career path has enabled him to take on several key sales
roles within a number of insurance companies. These roles include working as an
advisor in a bank channel, internal wholesaler, national accounts manager, national
life sales program manager and internal sales desk manager. Keith has worked
closely with financial professionals in supporting their efforts to position
life insurance as a strategy in estate planning, business opportunities, and
individual planning. Keith graduated from the University of Hartford with a
B.S. in Marketing and Business Administration.
In this presentation, Mr. Halicki, Mr. Brunner and Mr. Wziontko do not
refer to products of a commercial company with which they have a significant
relationship.
| 
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Keith
Wziontko, CLU, ChFC