BIG: Beyond Investing- The Path to Financial Wellness

Presented by W. Neil Zurowski, Financial Advisor, Wye Financial Partners & Mark Yarbrough, Assistant VP & Branch Manager, Shore United Bank

As a business owner, The Path to Financial Wellness can seem daunting. But managing the

demands of the present does not have to preclude preparing for the future. Executing a plan

that combines personal and business, financial and lifestyle requires thought- not an off the

shelf approach. Beyond Investing is a plan created to meet individual goals,

Beyond Investing, is YOUR plan.

Let’s discuss:

• Family security/succession planning
• How to attract, reward and retain key employees
• Executive bonus plans for supplemental retirement funding
• Strategies to keep what you earned.

Neil is a Financial Advisor with over 30 years’ experience working with individuals, business

owners and corporations. Wye Financial will partner with you to evaluate and prioritize your

financial needs. We combine imaginative ideas, creative solutions, and exceptional tools to craft

solutions to meet your individual needs.