Tag Archives: life insurance

education.business

Enterprise Bank Offers Free Business Course

Enterprise University, an educational program offered by Enterprise Bank & Trust, will continue its Spring 2013 courses with an April 2 class on “Personal Fiscal Fitness: The Critical Components of a Financial Plan.” The morning workshop includes a continental breakfast and will focus on wealth accumulation, retirement funding, estate planning and ensuring financial goals are met. The instructor is Susie Brousseau, Enterprise Bank & Trust’s senior vice president and director of wealth management for Arizona.

Enterprise University provides free educational seminars on a variety of relevant topics for business owners and their leadership taught by experts in a variety of fields including advertising, marketing, business continuity, financial planning and more.

WHAT: Course for business leaders on “Personal Fiscal Fitness”

WHERE: Phoenix Country Club, 2901 N. 7th St. Phoenix, Ariz. 85014

WHEN: Tuesday, April 2, 2013, 8:30 a.m. – 11:30 a.m.

COST:    Free to business owners and leaders. Registration is required.

RSVP: Visit www.enterprisebank.com/eu to register

Susie Brousseau began her education at the College of Charleston in Medical Technology. Shifting her focus to financial services, she achieved her Chartered Life Underwriter (CLU) designation in 1984, her Chartered Financial Consultant (ChFC) designation in 1985 and her Certified Financial Planner (CFP) designation in 1990.

Brousseau’s areas of expertise include estate planning, retirement planning, charitable giving, business planning, life insurance, investment management and asset protection strategies. She has received numerous awards, spoken regionally and nationally on wealth planning topics and has conducted numerous client seminars.

Enterprise University will continue through May, with courses during the month of April focusing on marketing strategy and sales management.

The following courses will be offered in April:
• April 24: Creating a Marketing Strategy to Build Brands and Drive Results
• April 30: Creating a Digital Strategy to Drive Business

For questions on Enterprise University call Kay Erb, Director of Enterprise University, at 800-396-8141, ext. 13203.