Building Blocks to Financial Success for Business Owners

Event description

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