Overview

Presented by Katarina Smolkova

As a business owner, you dedicate your time, energy, and resources to building a successful company — but is your money working just as hard for you?

Many entrepreneurs focus on growing revenue, serving clients, and managing daily operations, while overlooking key strategies that protect and grow the wealth they create.

In this educational session, you’ll discover how to think beyond business income and create a financial strategy designed for long-term success.

Once the “money mindset” is addressed, we will focus on “money concepts” – and we will be putting them to practice immediately. You will gain knowledge and skills to effectively understand and better manage your finances, and make informed financial decisions to build a solid financial future that will weather any storm of life.

This workshop is an excellent experience if you’re looking for simple no nonsense strategies to manage your finances.  It’s open to beginners, as well as financial savvies who want to pick up a tip or two.

You will learn:

✓ How to avoid having all your wealth dependent on your business
✓ Strategies to make excess business cash work harder
✓ How corporate investment accounts can help build long-term wealth
✓ Ways business owners can protect assets from unexpected risks
✓ How segregated funds may provide unique benefits, including potential creditor protection and estate advantages
✓ The truth about business write-offs and tax efficiency
✓ Important questions around salary vs dividends
✓ How to prepare for retirement — even if your business is your biggest asset
✓ How to start building an exit and legacy strategy

You’ll leave with:

✓ A Business Owner Financial Checklist
✓ Questions to discuss with your accountant and advisor
✓ A clearer understanding of where your financial gaps may be
✓ Practical steps to help protect, optimize, and grow what you’ve built

Because building a successful business is only the first step — keeping and growing that success is the next.