Q3 2025 | WHAT NEEDS TO CHANGE?

Each Quarter

Prepare Yourself for Financial SuccessJoin us in Q3 2025 for a pivotal event tailored for business owners aiming to optimize their financial strategies. This exclusive gathering will provide you with the insights and tools necessary to navigate the complexities of benefits, year-end tax preparation, retirement planning, and owner draw management.

Our speakers believe that by sharing their knowledge freely it will empower and uplift others. Creating a community of thought leaders who will continue to contribute to the growth of the next generation of leaders.

Tuesday, July 29th 12:00 - 1:30 pm

Location: TBD

STRATEGIES FOR BENEFITS, YEAR END TAX PREP, RETIREMENT AND OWNER DRAW

Equip yourself with the knowledge and tools to make informed financial decisions.

Join us in Q3 2025 and take a decisive step toward securing your financial future

MEET OUR SPEAKERS:

To Be Announced Soon!

They are each sharing from their knowledge in specific areas of expertise. Come prepared to glean actionable items that you can take back to your business and implement.

Thanks to Our partners who make this possible

What room do you go to that has

future thinking conversations?

There's not a lot of them out there. So many are filled with the here and now, how's business going, and talking about the results of past actions. Now we're bringing together the visionaries, the action takers, and the leaders of the future. Let's talk about what needs to be done today, what needs to be planned for, and strategies to get to the goal.