Owning a business can be very rewarding, but it requires the business owner to deal with the complexities of legal structure, tax law, succession, employee benefits, leverage, recruitment, and retention of key personnel – to mention only a few of the looming challenges. Do you know your options and are you taking advantage of the right ones, or are you letting important opportunities pass you by in the hectic, day-to-day rush? • Read More

The CDA Coaching Series is a response to our clients’, prospects’, and community’s desire for clear and concise financial – and in particular, investment – information and education in the wake of the recent recession. In a relaxed atmosphere, our attendees are able to meet fellow clients and entrepreneurs, chat with the CDA team and guest speakers, and keep abreast of the issues and information that affect their money. • Read More


