Top March Resources From Creative Planning Business Services

From helping you avoid common money mistakes to building your dream team and updating your employee handbook — explore this month's top insights and join us for our first Business Outlook webinar coming up in April!

Business Outlook Webinar: A Market & Post- Acquisition Update!?

Wednesday, April 17 | 12 p.m. CT

Join us for our first Business Services Outlook webinar, where Managing Director Lee Roberts will share a business services update. This engaging session will highlight how our partnership with Creative Planning has positioned us to address your top marketplace concerns and detail what you can expect as a valued Creative Planning client. Whether you're a long-time client or just curious about our offering — you'll find value and insight in this session. Get registered here!

Do you have a clear strategy for your short- and long-term business finances?

With all the time, passion and effort invested in a business, it’s essential for owners to understand the financial considerations they’ll inevitably face along the way and how to avoid making costly missteps. Here are six common money mistakes small business owners should ?avoid.

Has your business had success with hiring and retaining talent?

Building and retaining your dream team isn’t going to happen overnight or even over the course of a year. It’s a long-term investment that will require your business to look inward and determine the value you bring to the hiring landscape.

When’s the last time your organization updated its guidelines and policies?

According to a SHRM survey, 75% of organizations have no guidelines or policies regarding the use of AI. This is one of many changes we're witnessing in the workplace. How about cannabis policies and Earned Sick and Safe Time (ESST), among others?

As a result of these many recent changes, Creative Planning Business Services is offering an Employee Handbook Health Check for a discounted fee. Get started here!

Is your business fully compliant with sales and use tax guidelines?

The reality is that sales and use tax guidelines are complex and constantly evolving, so even the best technologies aren't going to be perfect. Learn more about the winning combination of technology and advisory in this short video.?

Interested in ditching paper checks?

Check out our March webinar that introduces our partners from FlexWage who showcase how to utilize earned wage access (EWA) benefits for Creative Planning payroll clients!

With the addition of paycards, EWA provides a great alternative to physical paper checks, giving your employees instant access to money they've earned and adding flexibility to their paydays.

Transforming business. Transforming lives. Creative Planning Business Services is the business advisory arm of?Creative Planning, providing a comprehensive suite of services to?support and empower businesses and their owners. Connect with us today — our team would be happy to discuss your goals and the business challenges you're aiming to solve.