Elevate Series: Business Owners

You pour your time, talent, and grit into business. Who’s helping you protect it, grow it, and eventually step away from it — on your terms?

About this Event

You’ve poured your time, talent, and grit into building your business. But here’s a question most entrepreneurs never get the time to ask:

Who’s helping you protect it, grow it, and eventually step away from it — on your terms?

That’s what we’re unpacking at an upcoming event designed just for business owners like you. No suits. No pressure. Just straight talk about smart strategies — from executive bonus plans and key person insurance, to 401(k) options and retirement routes that make sense for where you are and where you’re headed.

We’re teaming up with WealthWave, a financial firm focused on demystifying the complex and helping business owners thrive with clarity, confidence, and care.

If you’re curious, this could be a conversation that opens a door — or even a few.

📅 Aug 6th Wednesday 11:30AM - 1:00PM

📍 730 E Park Blvd. Ste 104 Plano, TX 75074

Let me know if you’d like to join us. I’d love to see you there.

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