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The 411 on SBA Loans for Small Businesses: A Guide for Financial Advisors
Guest Expert: Adam Whitaker, First National Bank
Date:
Attendee's Excellent Rating: 87%
Webinar Replay Description

This program provided financial advisors with in-depth knowledge of SBA 7(a) and 504 loan programs to help small business clients access affordable financing for growth and acquisitions. Led by SBA lender Adam Whitaker, the session equipped advisors to guide clients through eligibility, loan structures, and the financing process to enhance advisory value.

Attendees Comments:

A few comments from listeners when they were asked what the learned from the webinar:

This was an excellent presentation. It gave me an better understanding of basic bank lending as well as the SBA program.
- Mark Z.

Two different types of loans & qualifications. Slides were informative & concise.
- Paul P.

Love it! Great topic! Great Presenter! Keep up the great work, Tom. You are a rock star, too!
- Kevin R.

missy@financia…

Fri, 05/09/2025 - 13:45

Comments
A few comments from listeners when they were asked what the learned from the webinar:

This was an excellent presentation. It gave me an better understanding of basic bank lending as well as the SBA program.
- Mark Z.

Two different types of loans & qualifications. Slides were informative & concise.
- Paul P.

Love it! Great topic! Great Presenter! Keep up the great work, Tom. You are a rock star, too!
- Kevin R.
The 411 on SBA Loans for Small Businesses: A Guide for Financial Advisors 05-09-2025