Business U

Aligning your personal and business goals


Financial decision making for business owners
As a business owner, your time is consumed with building a better, more profitable and hopefully more valuable business. Unfortunately, that often means deferring many important personal financial decisions to the future. This course is designed to help you understand a variety of business and personal financial decisions to incorporate into your long-term thinking. You will learn about steps you can take now to help provide a more financially secure future for yourself, your family, your business and your employees.

Who should attend?
The material presented in this course is designed for successful - and busy - business owners to refresh their understanding of key business financial concepts.

Objective education and course textbook
This course is for educational purposes only. Unlike financial seminars that focus on a specific topic, Business U is a comprehensive course to help you see the big picture. You’ll receive an in-depth course workbook with important information about business planning concepts and tools. The workbook is designed to follow the curriculum and serve as a reference tool in years to come.

Insights and tools that make a difference
By gaining relevant insight about important business and financial concepts, you can be better positioned to utilize the expertise of your existing team of advisors and financial professionals. This course is intended to provide you with the steps to move forward on a path to attaining your goals.


Course Dates & Locations


CCWA Brightpoint Chester Campus
13101 Route 1
Chester, VA  23831
Tuesdays 3/14 & 3/21
(9:00 AM – 12:15 PM) 



CCWA Brightpoint Midlothian Campus
800 Charter Colony Pkwy
Midlothian, VA  23114
Wednesdays 3/15 & 3/22
(6:00 PM – 9:15 PM)
Thursdays 3/30 & 4/6
(9:00 AM – 12:15 PM)


Glen Allen:

Better Business Bureau Office
100 Eastshore Dr #100
Glen Allen, VA  23059
Thursdays 10/13 & 10/20
(9:00 AM – 12:15 PM)
Tuesdays 11/28 & 11/15
(9:00 AM – 12:15 PM)



Hermitage Country Club
1248 Hermitage Rd
Manakin-Sabot, VA  23103
Wednesdays 10/19 & 10/26
(7:30 AM – 10:30 AM)



Hillsdale Conference Center
550 Hillsdale Dr
Charlottesville, VA  22901
Tuesdays 10/11 & 10/18
(9:00 AM – 12:15 PM)
Wednesdays 11/2 & 11/9
(9:00 AM – 12:15 PM)



Better Business Bureau Office
5540 Munford Rd #130
Raleigh, NC  27612
Tuesdays 10/4 & 10/11
(9:00 AM – 12:15 PM)
Wednesdays 10/19 & 10/26
(9:00 AM – 12:15 PM)



Business U workshop presenters are not providing specific tax or legal advice. The information presented is for education purposes only. Advanced strategies will be discussed which will include information on how different types of financial products and services such as investments, insurance, and financial planning as well as legal services such as trusts can help facilitate these strategies. You should always consult with your tax/legal professionals for specific tax/legal advice. Financial professionals do not provide tax/legal advice or services.

4937772 DOFU 09/2022