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: Learn how to reduce your overall tax liability.
Speakers:
Spencer Dung, CFP®, ChFC® | Financial Advisor
Roxy Kiessling, Financial Advisor
FREE | online via Zoom
