Description

Join us for a complimentary, small-group workshop designed to help business owners gain clarity and control of their financial future. Business Owners & Encore Career Professionals! This intimate, boardroom-style session is designed for business owners and professionals exploring their next chapter who want to better align income, taxes, and long-term financial strategy. We’ll cover practical strategies to help you: -Reduce tax surprises -Improve coordination with your financial and tax advisors -Create a more predictable and confident financial path -Align income streams with long-term goals Whether you're running a business or navigating a second career, this session will give you actionable insights you can apply immediately. Seats are intentionally limited to maintain a focused, high-value discussion and meaningful connections. This is a local Venice networking event for business owners and professionals seeking financial clarity and smarter tax strategies.