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What Keeps You Up At Night? Planning Considerations for Growing Businesses

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Description

New and growing businesses face a constant uphill battle, with 65% failing in their first ten years. With the level of attention and focus required to make a business work, it’s no surprise that successful business owners and managers may postpone some elements of business planning because, although important, they seem less urgent than the demands of the day. In this seminar, we’ll look at strategies to address various business risks that many business owners may worry about but don’t always take action to solve. Surfacing and addressing these planning considerations can bring greater confidence to everyone in the organization, from owners to managers to frontline employees.

Key topics: risk management, key employee planning and retention, buy/sell funding, business succession, employee benefits, deferred compensation and retirement plans.

Refund Policy

Individuals are responsible for canceling their registration should they not be able to attend. Refunds will not be issued for non-attendance. Cancellations received before the first day of class will receive a 100% refund. No refunds, in whole or in part, will be given on or after the first day of class.
Click here to learn more about our Refund Policy.

Instructor

David Macfarlane, Financial Advisor, Northwestern Mutual 

David Macfarlane is a financial advisor and small business owner who has called Cache Valley home since 2020. Originally from Greeley, Colorado, he graduated from BYU with a degree in business and later earned a master’s degree in instructional psychology. His combination of business acumen and educational insight enables him to deliver tailored financial planning solutions that make sense to his clients and the organizations they are building. He is proud to affiliate with Northwestern Mutual and runs his practice out of their office on Center Street in Logan, with a specialization in meeting the unique needs of businesses.

David met and married Danielle, a Cache Valley native, in 2009, and they are now raising their 5 kids in beautiful Providence. He enjoys creating adventures outside, hiking, biking, camping, and great music.

 

Justin Worthen, Financial Advisor, Northwestern Mutual

As a Financial Advisor with Northwestern Mutual, Justin Worthen helps individuals and families build financial confidence and create plans that align with their values and goals. A graduate of Utah State University with a double major in Finance and Economics, he combines an analytical mindset with a genuine interest in people. What truly drives Justin’s work is connection—understanding each client’s story, building trust, and helping them make decisions that bring peace of mind and lasting impact.

Originally from Kamas, Utah, Justin now lives in Logan with his wife, Kaitlyn. They enjoy spending time outdoors, especially hiking, camping, and being with family and friends. Justin is passionate about personal growth and strives each day to live with purpose. His core value, relationships first, guides how he approaches both life and work.

How to Register

Price: $18

Location: B&I, Room 160

Date: April 1

Time: 12 - 1 pm

Registration Code

 

Class Dates Day Time Code Cost
April 1 Wed 12 - 1 pm CE83 0010 06 LC $18

 

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Our Mission

The mission of the Bridgerland Technical College is to deliver competency-based, employer-guided career and technical education to both secondary and post-secondary students through traditional and technology-enhanced

methodologies. This hands-on technical education provides occupational education, skills training, and workforce development to support the educational and economic development of the Bear River Region. 

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Logan Campus - Main
Telephone: 435-753-6780

Student Services*
Monday: 8 am - 4:30 pm
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Thursday: 8 am - 4:30 pm
Friday: 8 am - 4 pm
Sat/Sun: Closed

*Student Services will close at 3 pm on the second Friday of each month

 

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Telephone: 435-734-0614

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Tuesday: 7:30 am - 4:30 pm
Wednesday: 7:30 am - 4:30 pm
Thursday: 7:30 am - 4:30 pm
Friday: 7:30 am - 4:30 pm
Sat/Sun: Closed

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Logan Campus - Main . 435-753-6780
1301 North 600 West, Logan, UT 84321

Brigham City Campus . 435-734-0614
325 West 1100 South Brigham City, UT 84302