Succession Planning for your Business

Join us for this comprehensive webinar series designed to equip business owners with essential financial knowledge. Each session will cover critical aspects of managing and protecting your business's financial health, with topics ranging from succession planning to wealth management. Whether you prefer English or Spanish, we have sessions tailored for you.

In this session, you will understand the legal options for starting a business and documents you can use to govern the business, appoint executives of the business, management membership disputes, and how you can transition ownership of the business.    Register Here!


ABOUT THE PRESENTER:



Wilfredo Dominguez

Wilfredo is a dedicated Financial Advisor at Northwestern Mutual, known for his practical approach to helping business owners and families navigate their financial needs. Born and raised in Honduras, Wilfredo moved to Minnesota in 2007 to pursue graduate studies, earning a PhD in Food Microbiology and Biotechnology. Seamlessly transitioning from a successful career in scientific research to financial advising, he leverages his analytical skills and strategic thinking to serve his clients effectively.

His professional journey includes notable roles in technical sales and service management, where he honed his ability to build strong relationships and deliver customer-focused solutions. Wilfredo's personal and professional accomplishments reflect his dedication to lifelong learning and his drive to help others achieve financial stability and success.


ADDITIONAL GUEST EXPERTS:


Kevin Beach. Small Business Attorney
Kevin is from the Northwest Suburbs of Chicago Illinois where he grew up until attending Saint John’s University/College of St. Benedict where he graduated with a BA in Political Science and minor in Hispanic Studies, a minor he earned while studying in Quetzaltenango Guatemala, where he learned Spanish.  He then went on to University of St. Thomas School of Law for his law degree, clerked in Hennepin County, and investigated/litigated insurance fraud.  Kevin is a real property, small business, and estate planning attorney with Markve & Zweifel PLLC located in Maple Grove, MN.  He has used his Spanish background to assist clients with estate plans, probates, and managing small businesses.  Recently Kevin conducted a legal clinic at Los Abogados Café in St. Paul where he discussed the importance of Powers of Attorney for individuals, business owners, and those in the Spanish speaking community. 

 

Dr. Daisy Valentin. President and CEO of Valyntin Consulting, LLC 
Dr. Valentin (she/her/ella) brings over 20 years of experience in the accounting profession and 17 years in higher education. She holds a Doctorate from Walden University with a focus in Accounting, Finance, and Quantitative Analysis, along with certifications in Project Management Essentials, Lean Six Sigma, Six Sigma Essentials, Leadership, Business Management, and TEFLEN. A proud Puerto Rican, Dr. Valentin has taught at universities and colleges across the U.S. and internationally, supporting non-traditional learners and adult education initiatives. Through her consulting work, she empowers small and non-traditional businesses to simplify financial operations and drive sustainable growth. Dr. Valentin resides in Farmington, Minnesota, with her husband and youngest child. She is a proud mother and grandmother—her daughter lives in Bloomington, MN, with five children, and her eldest son, a U.S. Navy veteran, lives in San Diego, CA. She enjoys traveling, wrestling, and NASCAR with her husband.


 
Pablo Torres. Founder of Torres Wealth Management at Northwestern Mutual 
Pablo and his team provide invaluable knowledge, essential tools, and exclusive experiences, empowering the community to create wealth through diverse financial literacy channels and contribute to reducing the wealth gap.