About this Event
Running a successful business includes increasing sales. It also involves making smart financial decisions to help you build, protect, and grow your wealth.
Join business and executive coach Joe Novara for an interactive half-day seminar featuring four experienced financial professionals who will share practical strategies you can apply immediately in your business.
During this event, you'll learn:
- Advanced tax planning strategies for both your business and your personal finances.
- Bookkeeping and accounting best practices that lead to better financial decisions.
- Smart investing strategies to help you grow the profits your business generates.
- Banking insights to position your business for financing, strengthen your banking relationship, and protect your company from fraud.
Whether you're an established business owner or a C-suite leader looking to strengthen your company's financial foundation, this seminar is designed to give you practical knowledge from experts who work with business owners every day.
Your Financial Expert Panel
Advanced Tax Planning
Learn strategies from an experienced CPA to help minimize taxes and maximize opportunities for both your business and personal financial life.
Bookkeeping & Accounting Best Practices
Discover how accurate financial records, meaningful reporting, and sound accounting systems can help you make better business decisions.
Growing Wealth Beyond Your Business
Learn from a financial advisor how business owners can invest wisely, prepare for retirement, and build long-term financial security.
Business Banking, Lending & Fraud Protection
Hear from a commercial banker about obtaining business financing, building a strong banking relationship, and protecting your company from today's growing fraud risks.
What's Included
- Four expert presentations
- Live Q&A with the speakers
- Lunch
- Networking with fellow business owners and professionals
If you're serious about making smarter financial decisions and building a stronger business, this seminar will provide practical insights you can start using immediately.
Space is limited. Reserve your seat today.
Event venue & nearby stays
79°West Coworking Space & Innovation Hub, 120 Mosaic Boulevard, Pittsboro, United States
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