Coffee N Coins: Financial Strategies for Business Owners That Actually Work

Join us for a morning of coffee, conversation, and practical financial strategies designed specifically for business owners who want to keep more of what they earn and build lasting wealth.

Led by Elise Levy, MBA, AWMA™, Financial Advisor with Legacy Wealth Planning, this session will break down smart, actionable strategies to help you take greater control of your finances, both inside and outside your business.

Your business may be your greatest asset, but without the right strategies in place, you could be leaving significant opportunities on the table.

In this session, we’ll cover:

• Retirement savings built for business owners: explore the options most people overlook, and find out which strategy works best for you and your team
• Putting family on payroll the right way: how hiring family members strategically can build long-term wealth for your whole household
• Are you paying yourself the right way: how your compensation structure affects your wealth-building, not just your bottom line
• Charitable giving that works harder for you: how to support the causes you care about while making a smarter financial move at the same time
• Building a business worth protecting: making sure the right structures are in place for your business, your family, and your legacy
• Connecting the dots between your business and your personal financial life: because your business is your biggest financial asset, and it shouldn't exist in a silo

Coffee’s on us, just bring your questions and your ambition.

🗓 Friday, May 8th
🕗8:00 – 9:00 AM
📍Coffee N’ Comics | 940 W Moana Ln, Reno, NV

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