About this Event
Join us at this free, in person event dedicated to connecting and empowering women entrepreneurs. Whether you are starting a small business, already own one, or provide consulting services, this event is designed to provide you with the knowledge and connections you need to succeed. Join use at Structure Wines in SODO and enjoy a relaxed atmosphere perfect for networking and learning.
Our distinguished panel of speakers includes Kristy Hoad, estate planning attorney at The Law Offices of Jenny Ling, PLLC; Samanth Kennedy, CFP, Wealth Advisor at Miracle Mile Advisors; Amy Howarth, CPA; Heather Ussery, business banker with Umpqua Bank; and Angel Hutchins of Troth and Co., health insurance broker who specializes in small business insurance. Our speakers will share invaluable insights and actionable steps that you can implement immediately to help establish and grow your business. This is a unique opportunity to learn from the best while enjoying delicious wine and snacks.
Topics to be discussed:
Estate Planning for Business Owners:
- Understanding the importance of estate planning for your business.
- Key documents every business owner needs.
- Protecting your business legacy.
Financial Planning
- Business Financial Planning
- Retirement Plans for Small Business Owners
- Succession Planning
Financial Management and Tax Strategies:
- Managing cash flow effectively
- Essential tax tips for small businesses
Banking Solutions for Small Businesses:
- Finding the right business banking products and services.
- Securing financing and loans for your business.
- Building a strong relationship with your business banker.
Health Insurance for Small Business Owners:
- Options for providing health insurance to your employees.
- Navigating the complexities of small business health insurance.
- Understanding the benefits and costs.
This event is not just about learning but also about building a supportive community of like-minded women. Don’t miss this opportunity to connect, share experiences, and gain the tools you need to take your business to the next level. Reserve your spot today and raise a glass to your future success!
is an associate at The Law Offices of Jenny Ling, PLLC. She focuses her estate planning practice on helping individuals, families, and small business owners create an estate plan that will ensure their legacy for years to come. Kristy received her Juris Doctorate from Seattle University School of Law after receiving a Master’s Degree in Jurisprudence from The University of Washington School of Law. Kristy’s lifelong experience with family-run businesses has given her a unique perspective regarding the needs of business owners. Kristy has a deep understanding of the need for strategies that can protect family assets, and has seen the impact that poor planning can have on a family.
At The Law Offices of Jenny Ling, PLLC, our focus is on making sure you and your family are taken care of, whether it be estate planning, small business advising, child protection planning, real property investing, or advising in times of financial distress. We call it planning for your legal life.
The Law Offices of Jenny Ling, PLLC was voted GOLD for Best Law Firm and Best Estate Planning Law Firm for the 2023 Best in the PNW. As the Best in the PNW GOLD Estate Planning Law Firm, we are focused on providing clients with outstanding service and legal advice for all of the legal services we provide. We customize estate plans, tailored to each client’s specific needs, and our process is client focused. We offer free consultations to get to know our clients’ goals and concerns, and to develop the outline of each client’s particular estate plan during individualize planning sessions before our clients are ever obligated to pay for our services. All of our estate planning services are offered on a flat-fee basis so that our clients are encouraged to ask all of their questions during the planning process. We also provide a review of our clients’ estate plan every three years at no additional cost. We are committed to helping people create estate plans that are customized to their family's unique needs and will help them avoid conflict. We are also passionate about providing a welcoming, open, and affirming space for all families and individuals, regardless of background or identity, to seek legal services.
Samantha Kennedy, CFP, is a Wealth Advisor with Miracle Mile Advisors. With over ten years in the financial services industry, I have discovered that no two people have the same dreams and that there is always more to learn. The desire to help individuals and families prepare for a financially stable future while developing life-long friendships is the reason I love being a financial advisor. I look forward to the opportunity to walk through life with my clients and be a part of their wins as they conquer fears and reach their goals!
My life is full of miracles. At the age of three, I was adopted from China to a loving family and was able to pursue higher education that includes a major in finance and minor in mathematics. I am thankful to be a Washingtonian who is surrounded by loving family and friends. In my free time, I enjoy daily runs, hiking, and camping! My husband and I love our home and the PNW!
Amy Howarth, CPA, MPA is passionate about helping business owners navigate their finances in a meaningful and accessible way. Her focus is on helping small businesses and business owners with tax preparation, tax planning, and financial management. She works closely with new businesses to help plan a successful path forward and established businesses with effectively managing cash flow, tax planning, and business consulting. Amy specializes in taxation and has extensive experience with business management, new entity formation, small business accounting, and is a QuickBooks Certified ProAdvisor.
Heather Ussery has over 23 years of banking experience. At Umpqua Bank, she helps clients and business owners achieve their financial goals with a client-first approach, ensuring personalized and dedicated service. Her focus is working with business owners, building relationships, ensuring their banking is seamless so as business owners they can focus on what they do best, growing their business.
is Principal of Troth and Company LLC an independent health insurance agency. She specializes in Employee Benefits, Individual Health Insurance plans and Medicare plans. Angel is passionate about Women owned businesses and loves working with all types of businesses from start up to well established businesses. She brings her 14 years of experience to every client she serves.
Event Venue & Nearby Stays
Structure Cellars, 3861 1st Avenue South, Seattle, United States
USD 0.00
