About this Event
The 5 Financial Planning Mistakes That Will Cost Business Owners This Year!
The fixable gaps that even successful business owners overlook, and what to do about them
Mistake 1: Inefficient Profit Extraction
Mistake 2: Having all wealth in the business
Mistake 3: Inadequate Protection
Mistake 4: No Exit Plan
Mistake 5: Ignoring Estate Planning
With extensive experience in business owner financial planning, Jason helps SME owners and self-employed professionals navigate the complex decisions around profit extraction, pension strategies, tax-efficient planning and exit preparation. He understands the unique challenges business owners face, from balancing personal and business finances, to planning for succession and ensuring wealth is built beyond the business itself.
Jason is a passionate advocate for financial education and regularly delivers workplace sessions, helping employees understand their retirement options and make informed financial decisions. His clients value his honest, jargon-free advice and his commitment to understanding what matters to them most.
Event Venue & Nearby Stays
Newcastle Racecourse, Seminar area 4, Newcastle upon Tyne, United Kingdom
GBP 0.00
