Description
Empower your small business with professional insights on cash flow optimization and succession planning designed to help build a sustainable roadmap for growth and strive to support your financial goals.
Join us as we discuss:
- Cash Flow Management & Operational Health
- Tax-Efficient Retirement Solutions
- Balancing Business & Personal Wealth
- Risk Mitigation & Operational
- Health Business Succession & Exit Planning
Meet Your Host
This month's webinar will be hosted by Robert "Bob" E. Nichols, AIF®, CPFA®. Bob is an experienced Wealth Advisor with OneAZ Wealth Management who has been serving clients across Arizona since 2001.
A graduate of Arizona State University, Bob holds the Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA®) designations. He specializes in helping business owners navigate the complexities of succession planning and retirement strategies. Bob is a multi-year member of the LPL Financial Chairman’s Club and Patriot’s Club, distinctions that reflect his long-standing dedication to providing professional guidance and helping clients work toward their financial aspirations.
Date and Time
Wed, May 27, 2026
12:00p - 1:00p MST
Location
Microsoft Teams
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. OneAZ Credit Union (OneAZCU) and OneAZ Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using OneAZ Wealth Management, and may also be employees of OneAZ CU. These products and services being offered through LPL or its affiliates, which are separate entities from, and not affiliates of OneAZ CU or OneAZ Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value