Who This Training Is for

Washington businesses whose employees spend hours each week on email, documents, reports, and repetitive admin

Anyone who signs a business insurance application. That's usually the owner or office manager, and they're the ones on the hook when the answers don't match reality.

Owners who set up a retirement plan years ago and haven't looked at it since, or who don't have one yet and keep meaning to.

What you’ll learn

Where your business is exposed right now

The highest‑ROI ways local businesses are using AI today to reclaim hours and reduce labor cost.

How to pass your next cyber insurance questionnaire honestly

Carriers now ask about so many things. We'll go through what they're really asking, what "yes" has to mean, and why claims get denied when the answer was optimistic.

How money actually works

Bengt Johnson breaks down the rules nobody taught you: how compounding, fees, and taxes decide what you keep, and how to tell if your current plan is on track or just on autopilot.

A simple health check for both

You'll leave with a short checklist for your network and one for your retirement plan, so you know exactly what to ask your IT provider and your financial professional next week.

Warning! Limited Space Available

To keep the session focused and genuinely useful for business owners, attendance is capped. This allows us to dive into real-world examples, answer live questions, and tailor the discussion to the exact challenges of growing, protecting and planning the successful exit of your business.