September UGROW Mastermind: Turn Accounting, Tax & Wealth Planning Into Real Growth
Focus: Accounting, Tax Planning & Wealth Management
Speakers: Pishoy Fahmi or PNF Accounting & Advisors and Jack Lansing of Lansing Hutcheon Wealth Management UBS
Are you an entrepreneur navigating your launch, scaling your impact, or preparing for a successful exit? UGROW is created for businesses at EVERY stage and is centered on what really moves the needle: accounting, tax planning, and wealth management.
What’s Different About UGROW?
•Mastermind, Not Lecture: Connect with other business leaders on the same journey, brainstorm solutions to real-world problems, and leave theory behind.
•Collaboration at Every Level: Whether you’re setting up your first chart of accounts, managing growing profits, or planning a lucrative exit, you’ll collaborate with peers and experts for actionable ideas—not just “advice.”
•Practical, Stage-Specific Takeaways:
- Startup phase? Get early accounting right, separate personal and business finances, and find simple tax wins.
- Growth phase? Discover profit-maximizing tax strategies, compensation frameworks, and business protection plans.
- Exit phase? Prepare your business for due diligence, minimize exit taxes, and craft a wealth-transfer plan.
•Tools & Frameworks: Walk away with checklists, templates, and strategies that drive results, not just notes.
Why Attend?
•No boring lectures - just breakthrough strategies and peer collaboration.
•Insights from experienced owners and advisors on accounting, tax, and building personal wealth.
•Tools, frameworks, and connections for instant implementation at every business stage.
Spaces fill fast. Whether you’re launching, scaling, or preparing for your next chapter, UGROW is your ticket to next-level results. Reserve your spot today!
Enjoy a delicious lunch from Hawkers Asian Street Food Restaurant and discussion questions around the tables. You will leave with new insights, new action steps and new friends!
2025 UGROW Sponsors
PNF Accountants & Advisors – Headline Sponsor
Weinstein Wealth Insurance Solutions – Water Sponsor
ATI Restoration – Water Sponsor
Grimes Events & Party Tents – Seed Sponsor
Willow & Palm Construction – Seed Sponsor
iTHINK Financial – Seed Sponsor
AW Concierge - Seed Sponsor
Hawkers Asian Street Food Restaurant – Lunch Sponsor
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