Helping Founders Flourish

An evening for Hawaii business owners: answering questions about protecting, rewarding & keeping the people & profits behind your success. Your business has evolved. Has your financial strategy? The strategies that got your business here aren't always the ones that will carry it through the next ten years. Helping Founders Flourish is a relaxed, educational evening for business owners who want to think bigger about what they've built. We'll walk through five questions every growing business should be able to answer: • Protect: What happens financially if I lose someone critical? • Reward: How do I selectively reward the people creating extraordinary value? • Retain: Is my retirement plan helping me compete for talent while also benefiting ownership? • Build: How can successful owners put substantially more toward retirement? • Optimize: Can my taxable portfolio become more tax-aware? You'll leave with real-world examples, fresh ideas to bring to your own advisors, and good conversation with other owners in the community. Refreshments will be provided. Hosted by Tyrell & Chloe Yorke of Forged Wealth Builders. Questions? Contact Chloe Yorke at (832) 623-0376 or [email protected]. E komo mai — all are welcome. Come as you are, bring a fellow business owner, and let's talk story about building something that lasts. This event is for educational purposes only and is not tax, legal or investment advice.