June 20, 2019, 1:30 PM @ Planning Conference Room
June 20, 2019, 12:00 PM - 1:30 PM @ Maui County Business Resource Center
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.
June 20, 2019, 10:00 PM - 11:30 PM @ Maui County Business Resource Center
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.