Money Matters:
Navigating your Financial Resources

A Multi-Company Panel & Q&A on Personal and Business Financial Strategies

Join us for a dynamic day of networking, insight, and inspiration.Engage with our expert panel, then dive deeper through focused breakout sessions tailored to your interests.

RSVP

During this Event We will Cover

Building Business/Personal Credit

Discover practical strategies to establish and grow strong business credit and improve your personal profile. Learn how to leverage credit to unlock funding and scale your operations with confidence.

Tax Advantaged Strategies

Explore powerful yet often overlooked tax strategies that can help protect your income, reduce your tax burden, and reinvest more into your business and personal wealth.

Aligning Industries

Uncover how pairing complementary industries and business models can create synergistic revenue streams, increase liquidity, and build long-term financial sustainability. It is time to partner with intention.

and more...

Event Overview

Join us for a powerful morning session featuring a panel of financial and business experts sharing practical strategies and customizable resources to support your goals—whether you're focused on business growth, personal financial reviews, or client service tools. Following the panel, engage in an interactive Q&A session to dive deeper into the topics that matter most to you.

In the afternoon, reconvene for a series of targeted breakout rotations, where you’ll have the opportunity to connect directly with professionals in your areas of interest and gain actionable insights to move forward with confidence.

Event Details

Food:

Light breakfast provided upon arrival

Lunch options will be available for purchase on-site

More details on these options will be emailed out to registrants closer to the event.

Parking:

Available On-Site

Cost of Attendance:

Free