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June 19, 2019, 12:00 PM - 1:30 PM @ Maui County Business Resource Center
Financial Wellness2019-06-19T12:00:00Understanding basic financial concepts is critical to a person’s long-term financial well-being. This educational presentation provides an overview of five common financial topics: Saving, Investing, Protecting, Retiring and basic Estate Planning. Topics like compound interest, various insurance types, retirement income and estate planning tools are included. By the end of the session you will be able to make wise and educated money decisions that are right for you. Lis Arcienega is an insurance advisor and financial strategist with Fraser Financial Group. She strives to help families, individuals and business owners become financially secure and financially educated. She conducts educational seminars on various financial topics promoting financial literacy throughout our communities. Lis holds a Master’s degree from Hunter College in New York City. She currently resides on Maui.
Maui County Business Resource Center70 E. Kaahumanu AveKahului, MauiHI96732 Understanding basic financial concepts is critical to a person’s long-term financial well-being. This educational presentation provides an overview of five common financial topics: Saving, Investing, Protecting, Retiring and basic Estate Planning. Topics like compound interest, various insurance types, retirement income and estate planning tools are included. By the end of the session you will be able to make wise and educated money decisions that are right for you. Lis Arcienega is an insurance advisor and financial strategist with Fraser Financial Group. She strives to help families, individuals and business owners become financially secure and financially educated. She conducts educational seminars on various financial topics promoting financial literacy throughout our communities. Lis holds a Master’s degree from Hunter College in New York City. She currently resides on Maui.
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June 20, 2019, 12:00 PM - 1:30 PM @ Maui County Business Resource Center
Business Exit and Continuity Planning2019-06-20T12:00:00There is a 100% certainty that you will one day leave your business. The problem is that most business owners today haven't planned or even thought about what that might look like. There are many considerations to make, some of which include-Managing your team of professional advisors, understanding family dynamics, positioning business transfers and continuity, and dealing with stress and anxiety. A well-executed business exit strategy can take anywhere from 3-15 years to execute. Unfortunately, most business owners begin these conversations when it's too late or not at all. Westpac Wealth Partners is a local financial services company that started in Honolulu, HI in 2007. Our featured speaker, Taylor Wong is a Certified Business Exit Planner. He will be discussing the key considerations and elements of a well -designed business exit strategy. So join us for our first of many discussions on business exit and continuity planning.
Maui County Business Resource Center70 E. Kaahumanu AveKahului, MauiHI96732 There is a 100% certainty that you will one day leave your business. The problem is that most business owners today haven't planned or even thought about what that might look like. There are many considerations to make, some of which include-Managing your team of professional advisors, understanding family dynamics, positioning business transfers and continuity, and dealing with stress and anxiety. A well-executed business exit strategy can take anywhere from 3-15 years to execute. Unfortunately, most business owners begin these conversations when it's too late or not at all. Westpac Wealth Partners is a local financial services company that started in Honolulu, HI in 2007. Our featured speaker, Taylor Wong is a Certified Business Exit Planner. He will be discussing the key considerations and elements of a well -designed business exit strategy. So join us for our first of many discussions on business exit and continuity planning.
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June 20, 2019, 10:00 PM - 11:30 PM @ Maui County Business Resource Center
Building Blocks to Financial Success - Understanding Your Personal Economy2019-06-20T22:00:00Over the years, the financial services industry has become overly complex. With the amount of information out there, managing your personal or business finances has become a full time job. How do you sort through all the information and advice you receive? In this seminar, Westpac Wealth Partners takes an in-depth look into making smart financial decisions. From financial organization to saving more of your hard earned money, this seminar aims to give you pieces of
wisdom that you can use in everyday practice that will allow you to make smarter financial decisions. It doesn't matter the age, if you're a business owner, or employee of a company. Having a deeper understanding of these sound financial principals can help to achieve financial balance both now and in the future.
Maui County Business Resource Center70 E. Kaahumanu AveKahului, MauiHI96732 Over the years, the financial services industry has become overly complex. With the amount of information out there, managing your personal or business finances has become a full time job. How do you sort through all the information and advice you receive? In this seminar, Westpac Wealth Partners takes an in-depth look into making smart financial decisions. From financial organization to saving more of your hard earned money, this seminar aims to give you pieces of
wisdom that you can use in everyday practice that will allow you to make smarter financial decisions. It doesn't matter the age, if you're a business owner, or employee of a company. Having a deeper understanding of these sound financial principals can help to achieve financial balance both now and in the future.
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June 26, 2019, 12:00 PM - 1:00 PM @ Maui County Business Resource Center
The ABC’s of a Business Plan2019-06-26T12:00:00
Maui Economic Opportunity Business Development Center’s Core Four Business Planning is a 36-hour course on how to write a business plan while providing the information you need to know in order to start, operate and grow your business.
This workshop is a one-hour introductory workshop which will provide you with a better understanding of the course outline for the Core Four business Planning.
David Daly, Director of the MEO Business Development Center, will discuss the numerous reasons for writing a sound business plan. He has more than 25 years of experience in business
ownership, financing, education and economic development. His background includes residential lending and being a Financial Industry Regulatory Authority-licensed financial advisor. Participants will receive an outline of the business plan taught by MEO’s Core Four Business Plan Course.
Maui County Business Resource Center70 E. Kaahumanu AveKahului, MauiHI96732
Maui Economic Opportunity Business Development Center’s Core Four Business Planning is a 36-hour course on how to write a business plan while providing the information you need to know in order to start, operate and grow your business.
This workshop is a one-hour introductory workshop which will provide you with a better understanding of the course outline for the Core Four business Planning.
David Daly, Director of the MEO Business Development Center, will discuss the numerous reasons for writing a sound business plan. He has more than 25 years of experience in business
ownership, financing, education and economic development. His background includes residential lending and being a Financial Industry Regulatory Authority-licensed financial advisor. Participants will receive an outline of the business plan taught by MEO’s Core Four Business Plan Course.
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June 27, 2019, 12:00 PM - 2:30 PM @ Maui County Business Resource Center
Leveraging the World’s Greatest Marketing Secret by Writing, Publishing and Promoting Your Book to Better Market Your Business 2019-06-27T12:00:00Are looking for a better way to market your business? Do you have a burning desire to become a best-selling author? Attend this workshop and learn how to make your publishing and business goals come true. If you want to stand out from your competition, strengthen your credentials, and get free publicity, then writing and publishing a book is your best marketing strategy. Patrick Snow is an international best-selling author of Creating Your Own Destiny, The Affluent Entrepreneur and Boy Entrepreneur. He has sold between 250,00 and one million copies of these three books in five languages. As a professional speaker, he has given more than 2,500 speeches on three continents. For more information about Patrick, visit www.PatrickSnow.com or www.ThePublishingDoctor.com.
Maui County Business Resource Center70 E. Kaahumanu AveKahului, MauiHI96732 Are looking for a better way to market your business? Do you have a burning desire to become a best-selling author? Attend this workshop and learn how to make your publishing and business goals come true. If you want to stand out from your competition, strengthen your credentials, and get free publicity, then writing and publishing a book is your best marketing strategy. Patrick Snow is an international best-selling author of Creating Your Own Destiny, The Affluent Entrepreneur and Boy Entrepreneur. He has sold between 250,00 and one million copies of these three books in five languages. As a professional speaker, he has given more than 2,500 speeches on three continents. For more information about Patrick, visit www.PatrickSnow.com or www.ThePublishingDoctor.com.
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