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Building Blocks to Financial Success for Business Owners

Tue, Jun 25 10:00 AM to 11:00 AM
Topic: Business Basics

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: Navigate the complexities of tax planning to minimize liabilities and optimize financial outcomes.


  • Spencer Dung, CFP®, ChFC® | Financial Advisor
  • Roxy Kiessling, Financial Advisor

FREE | online via Zoom

Fee: No Cost