5 Biggest Risks Small Business Owners Face
Your business is more than just income — it is your legacy! In this engaging session, we’ll cover the key financial and estate planning strategies every small business owner should know to protect assets, reduce taxes, plan for retirement, and prepare for a smooth business transition. Walk away with practical insights and clear action steps to secure your wealth, safeguard your family, and ensure your business thrives for years to come.
Mandy Woo is the presenter of this workshop. She has been a SCORE volunteer since 2006. Mandy, herself is a business owner, certified financial planner and educator. She has extensive years of experience in wealth preservation as well as strategic retirement, financial and tax planning for high net worth individuals, families and business owner since 2001. Julie Yue LLM, CFP(r), CEPA, Mandy’s colleague and partner will co-present.