Building Blocks to Financial Success for Business Owners
Tuesday, June 25, 2024
10:00 AM 11:00 AM
Patsy T. Mink Center for Business & Leadership (map)
Are you a business owner looking to secure a solid financial foundation for your venture? Join Shop Small Hawaii and WestPac Wealth Partners for an engaging and informative workshop where we'll explore key strategies to enhance your financial well-being.
Discussion Topics:
Financial Organization: Learn how to streamline your financial processes for better clarity and decision-making.
Protection: Understand the importance of safeguarding your business and personal assets against unforeseen challenges.
Savings and Effective Wealth Management: Discover practical tips for building and managing wealth efficiently.
Long-Term Tax Planning: Navigate the complexities of tax planning to minimize liabilities and optimize financial outcomes.
Speakers:
Spencer Dung, CFP®, ChFC® | Financial Advisor
Roxy Kiessling, Financial Advisor
FREE | online via Zoom
The Zoom information will be sent out 24 hours prior to the webinar.