A one-day private retreat for business owners to strategically navigate business growth, real estate investing, wealth preservation, tax efficiency, and legacy planning – using AI as a thinking partner and human advisors as guides.

Disruptions happen-power outages, supply chain delays, cyber incidents, wildfires, earthquakes and more. This interactive workshop helps small businesses prepare before and recover after an interruption, so you are not scrambling during a crisis.

We’d like to invite you to a virtual seminar on March 31, 2026, hosted by Farmers Financial Solutions. The session will cover “Beyond Annuities: Simplifying Social Security,” providing helpful insights on how Social Security works and strategies to help you make the most of your benefits.