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PRODID:-//ChamberMaster//Event Calendar 2.0//EN
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BEGIN:VEVENT
DTSTART:20250820T183000Z
DTEND:20250820T193000Z
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SUMMARY:Financial Foundations and Retirement Planning for Business Owners Workshop
DESCRIPTION:Strategic insights to protect your wealth\, grow your business\, and prepare for life after work.\n\nThis practical session is designed for entrepreneurs who want to move beyond day-to-day operations and start building lasting financial stability. Whether you're expanding\, exiting\, or just getting started\, you'll walk away with real strategies you can implement immediately.\n\nWhat You'll Learn:\n\n\n Techniques to separate personal and business finances without compromising flexibility\n Steps to set up SEP IRAs\, Solo 401(k)s\, or Defined Benefit Plans for retirement savings\n How to determine your retirement number and create a funding strategy around it\n Risk management tactics to protect your business and personal assets (e.g. insurance\, succession plans)\n Diversified portfolio construction to maximize growth and stability\n\n\nThis isn't financial theory it's the kind of guidance that saves money\, reduces stress\, and clarifies your next move.\n\nWho This Is For:\n\n\n Small business owners unsure how to plan for retirement\n Entrepreneurs balancing reinvestment with personal wealth building\n Founders seeking exit strategies that preserve value\n Self-employed individuals without access to traditional workplace benefits\n\n\nIncluded Resource:\n\nWe will be raffling off a Trader Joes basket filled with goodies\; each attendee will receive one entry!
X-ALT-DESC;FMTTYPE=text/html:Strategic insights to protect your wealth\, grow your business\, and prepare for life after work.
\n\nThis practical session is designed for entrepreneurs who want to move beyond day-to-day operations and start building lasting financial stability. Whether you'\;re expanding\, exiting\, or just getting started\, you'\;ll walk away with real strategies you can implement immediately.
\n\nWhat You&rsquo\;ll Learn:
\n\n\n - Techniques to separate personal and business finances without compromising flexibility
\n - Steps to set up SEP IRAs\, Solo 401(k)s\, or Defined Benefit Plans for retirement savings
\n - How to determine your retirement number and create a funding strategy around it
\n - Risk management tactics to protect your business and personal assets (e.g. insurance\, succession plans)
\n - Diversified portfolio construction to maximize growth and stability
\n
\n\nThis isn&rsquo\;t financial theory&mdash\;it&rsquo\;s the kind of guidance that saves money\, reduces stress\, and clarifies your next move.
\n\nWho This Is For:
\n\n\n - Small business owners unsure how to plan for retirement
\n - Entrepreneurs balancing reinvestment with personal wealth building
\n - Founders seeking exit strategies that preserve value
\n - Self-employed individuals without access to traditional workplace benefits
\n
\n\nIncluded Resource:
\n\nWe will be raffling off a Trader Joes basket filled with goodies\; each attendee will receive one entry!
\n
LOCATION:Via Zoom
UID:e.2149.18124
SEQUENCE:3
DTSTAMP:20260426T203447Z
URL:https://business.glendora-chamber.org/events/details/financial-foundations-and-retirement-planning-for-business-owners-workshop-18124
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