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Building Blocks to Financial Success for Business Owners

Oct
7
2025
Tue, Oct 7 10:00 AM to 11:00 AM
Online
Facilitated by Patsy T. Mink Center for Business & Leadership (MCBL)
Topic: Managing a Business

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: Learn how to reduce your overall tax liability.

Speaker(s): Spencer Dung, CFP®, ChFC® | Financial Advisor Roxy Kiessling, Financial Advisor

Co-Sponsor(s):


Fee: No Cost

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Funded in part through a Cooperative Agreement with the U.S. Small Business Administration. All opinions, conclusions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA. All MCBL events and services are provided on a nondiscriminatory basis.