The Success Network: Planning and Management for Business Owners

Are you a business owner in the trades industry and looking to take your business to the next level?

Join us for an exclusive seminar where your local network of seasoned business professionals share their expertise and provide solutions for your constraints to growth.

During this complimentary seminar hosted by Temecula Winnelson, you’ll learn from industry partners who bring a wealth of experience and practical tips you can implement immediately to optimize your business to streamline operations, improve efficiency, boost productivity and increase your profitability.

You’ll learn:

• Basic business planning essentials to ensure sustainable growth
• Effective management strategies to delegate effectively and build a strong, cohesive team, freeing up more of your time
• Organizational best practices to streamline operations and enhance customer satisfaction

There will also be an interactive Q&A panel so you can get personalized advice and solutions to your unique challenges.

Don’t miss this opportunity to gain knowledge and tools needed to transform your trades business. Register now and take the first step towards sustainable growth.

Seating is limited, so register early!

A light breakfast will be provided.

About Your Host:

Scott Thornton serves as the President of Temecula Winnelson, where he leads with a commitment to making a positive impact in every interaction. Under his guidance, Temecula Winnelson is dedicated to improving the lives of its customers, co-workers, vendors, manufacturers, and fellow Winsupply companies, one encounter at a time. Scott's leadership vision is centered on helping everyone move closer to achieving their dreams and goals, ensuring that each step taken with Temecula Winnelson brings meaningful progress and fulfillment.

About Your Speakers:

AJ Jacobson a seasoned financial consultant with a rich background spanning over 19 years in the banking and financial services industry. Throughout my career, I've held key roles at distinguished institutions like JP Morgan Chase, Bank of America and Merrill Lynch. Yet, my most cherished role is my tenure as an Edward Jones financial advisor since 2019.
In the realm of financial advising, my philosophy centers around delivering a holistic client experience while nurturing trust with the families I assist. I'm dedicated to implementing a well-rounded financial approach to help you work toward your financial goals.

Amy Oakden is an estate planning attorney serving individuals and families throughout the State of California. Through a holistic client-centered approach, Amy guides her clients through the process of planning for incapacity and death with the goal of building a continuing relationship as a lifelong trusted advisor. She ensures that her clients not only leave with an effective plan in place but that they have a strong grasp of what their plan means and how it will work when they need it.

Eddie Baltodano is a self-made business owner and Insurance Agent. He comes from a traditional Hispanic Household. Eddie started in the insurance industry at the age of sixteen. At age twenty-four, his first business a Mexican Food restaurant.  With the experience obtained over the years, he then founded Advantage America in 2012, an insurance agency based in Murrieta. Advantage America grown and issued over 10,000 Policies with almost 1,000,000 in annual revenue.

Jenna Wagner owner of Selective Services, a virtual assistant & marketing coordinator company has passion for efficiency and a keen eye for detail, Jenna has carved a niche in the business world by providing tailored solutions to organizations seeking to optimize their operations. Drawing from her extensive experience in the field, Jenna founded Selective Services with a vision to empower businesses of all sizes.

Justin Beals is a Certified Professional Bookkeeper and a Professional Tax Preparer, with over a decade of experience. He holds advanced certifications in various bookkeeping software and systems. He studied Film and Business at USC. He is happily married and a father to three amazing children. His hobbies include 3D Printing, Programming, and Tabletop Board Gaming.

Julie Seal-Gaustad - Business & Executive Coach is a former first grade teacher turned entrepreneur. Building her first business from the ground up and with zero funding, she grew the marketing enterprise to an award-winning, 7-figure, nationwide level, eventually selling the profitable business. Now, she coaches other business owners in how to get more revenue, more profits, more and better clients, a more engaged team, and to build a business that works for the owner, not because of them.

Host or Publisher Scott Thornton