Financial Foundations and Retirement Planning for Business Owners Workshop

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!