Strategic insights to protect your wealth, grow your business, and prepare for life after work.

This 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.

What You’ll Learn:

• Techniques to separate personal and business finances without compromising flexibility
• Steps to set up SEP IRAs, Solo 401(k)s, or Defined Benefit Plans for retirement savings
• How to determine your retirement number and create a funding strategy around it
• Risk management tactics to protect your business and personal assets (e.g. insurance, succession plans)
• Diversified portfolio construction to maximize growth and stability

This isn’t financial theory—it’s the kind of guidance that saves money, reduces stress, and clarifies your next move.

Who This Is For:

• Small business owners unsure how to plan for retirement
• Entrepreneurs balancing reinvestment with personal wealth building
• Founders seeking exit strategies that preserve value
• Self-employed individuals without access to traditional workplace benefits

Included Resource:

We will be raffling off a Trader Joes basket filled with goodies; each attendee will receive one entry!