Mastering Finances for Business Owners & Self-Employed Professionals, 7 July | Event in Orange | AllEvents

Mastering Finances for Business Owners & Self-Employed Professionals

PacificView Wealth Management

Highlights

Mon, 07 Jul, 2025 at 10:00 am

Orange Public Library

Free Tickets Available

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Date & Location

Mon, 07 Jul, 2025 at 10:00 am - Wed, 09 Jul, 2025 at 07:00 pm (GMT-07:00)

Orange Public Library

407 East Chapman Avenue, Orange, United States

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About the event

Mastering Finances for Business Owners & Self-Employed Professionals
Unlock expert financial strategies for career transitions—designed for professionals navigating change, hosted by trusted financial advisors

About this Event
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Why Attend?


Secure Your Business’s Financial Future: Learn how to protect and grow your business through smart financial strategies that fit your unique needs.


Expert Guidance on Business Planning: Get tailored advice on budgeting, tax strategies, and investment options for business owners and the self-employed.


Maximize Tax and Retirement Benefits: Understand key tax advantages and retirement planning opportunities specific to your business structure to optimize savings.


This workshop is essential for business owners and self-employed professionals looking to take control of their financial future. Don’t miss this chance to gain the knowledge and tools needed to thrive in your business and beyond.



Agenda


🕑: 10:00 AM - 10:15 AM
Introductions
Host: Reese Roberts

🕑: 10:15 AM - 10:30 AM
Managing Finances

Info: The workshop agenda will cover managing finances as a business owner or self-employed professional. Topics include effective payroll management, understanding tax regulations and deductions, planning for retirement with options like SEP IRAs, strategies for optimizing cash flow, and tips for managing business income and expenses





🕑: 10:30 AM - 11:00 AM
Closing

Info: In closing, we’ll recap key takeaways and next steps for managing your finances during your career transition. A financial advisor will be available to answer any remaining questions and offer personalized advice, ensuring you feel confident in your financial plan moving forward.




Also check out other Workshops in Orange.

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Ticket Info

Tickets for Mastering Finances for Business Owners & Self-Employed Professionals can be booked here.

Ticket type Ticket price
General Admission Free
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Event Tags

Nearby Hotels

Orange Public Library, 407 East Chapman Avenue, Orange, United States

Just a heads up!

We have gathered all the information for you in one convenient spot, but please keep in mind that these are subject to change. We do our best to keep everything updated, but something might be out of sync. For the latest updates, always check the official event details by clicking the "Find Tickets" button.

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Host Details

PacificView Wealth Management

PacificView Wealth Management

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Mastering Finances for Business Owners & Self-Employed Professionals, 7 July | Event in Orange | AllEvents
Mastering Finances for Business Owners & Self-Employed Professionals
Mon, 07 Jul, 2025 at 10:00 am
Free