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Building Blocks to Financial Success for Business Owners

  • Patsy T. Mink Center for Business & Leadership 1040 Richards Street, Suite 105 Honolulu, HI, 96813 USA (map)

Are you a business owner looking to secure a solid financial foundation for your venture? Join Shop Small Hawaii and WestPac Wealth Partners for an engaging and informative workshop where we'll explore key strategies to enhance your financial well-being.

Discussion Topics:

  • Financial Organization: Learn how to streamline your financial processes for better clarity and decision-making.

  • Protection: Understand the importance of safeguarding your business and personal assets against unforeseen challenges.

  • Savings and Effective Wealth Management: Discover practical tips for building and managing wealth efficiently.

  • Long-Term Tax Planning: Navigate the complexities of tax planning to minimize liabilities and optimize financial outcomes.

Speakers:

  • Spencer Dung, CFP®, ChFC® | Financial Advisor

  • Roxy Kiessling, Financial Advisor

FREE | online via Zoom

The Zoom information will be sent out 24 hours prior to the webinar.

CLICK HERE TO REGISTER!