Mastering Finances for Business Owners & Self-Employed Professionals

Why Attend?

Secure Your Business’s Financial Future: Learn how to protect and grow your business through smart financial strategies that fit your unique needs.

Expert Guidance on Business Planning: Get tailored advice on budgeting, tax strategies, and investment options for business owners and the self-employed.

Maximize Tax and Retirement Benefits: Understand key tax advantages and retirement planning opportunities specific to your business structure to optimize savings.

This workshop is essential for business owners and self-employed professionals looking to take control of their financial future. Don’t miss this chance to gain the knowledge and tools needed to thrive in your business and beyond.

Info: The workshop agenda will cover managing finances as a business owner or self-employed professional. Topics include effective payroll management, understanding tax regulations and deductions, planning for retirement with options like SEP IRAs, strategies for optimizing cash flow, and tips for managing business income and expenses

Info: In closing, we’ll recap key takeaways and next steps for managing your finances during your career transition. A financial advisor will be available to answer any remaining questions and offer personalized advice, ensuring you feel confident in your financial plan moving forward.

Host or Publisher PacificView Wealth Management