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PRODID:-//ChamberMaster//Event Calendar 2.0//EN
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BEGIN:VEVENT
DTSTART:20250819T170000Z
DTEND:20250819T180000Z
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SUMMARY:Plan with Purpose – Building a Strong Financial Future Workshop
DESCRIPTION:Keeping Businesses In Business Workshop Series\n\nWorkshop 7: Plan with Purpose   Building a Strong Financial Future\n\nPresented by Jason Orsini\, Edward Jones Financial Advisor\n\nFinancial success isn't just about how much you make\, it's about how you plan. Whether you're building wealth\, preparing for retirement\, or protecting your family's future\, having a clear\, values-driven financial strategy is key.\n\nJoin us for Workshop 7 in our Keeping Businesses In Business series*\, where we'll break down the core principles of effective financial planning. This session is designed to help entrepreneurs\, professionals\, and business owners gain clarity\, reduce financial stress\, and plan for long-term stability and success.\n\nWhat You'll Learn:\n\n\n	\n	Goal-Based Financial Planning   Define and prioritize your short-\, mid-\, and long-term financial goals. Learn how to align your investment decisions with life milestones and personal values.\n	\n	\n	Smart Retirement Strategies   Explore your retirement options (401(k)\, IRA\, SEP) and understand how to build a sustainable income stream for the future\, starting today.\n	\n	\n	Protecting What Matters   Discover how to manage risk through insurance\, estate planning\, and professional collaboration to safeguard your family and business wealth.\n	\n\n\nThis workshop will help you build the financial roadmap you need to move forward with confidence\, clarity\, and purpose\, whether you're just getting started or fine-tuning a long-term plan.\n\nBonus:\n\nAttendees will receive a free planning checklist and resource guide to help you take immediate next steps toward a stronger financial future.\n\nWho Should Attend:\n\n  Business Owners & Entrepreneurs\n\n  Professionals in Growth Stages of Their Career\n\n  Individuals Planning for Retirement or Major Life Events\n\n  Anyone Seeking a Clearer Financial Strategy\n\n\nImportant Note:\n\nThis workshop is exclusively available to members of the North Orange County Chamber. While we continue working to expand program access through public funding\, these sessions remain a direct benefit to our valued members.\n\nSeats are limited. A better financial future starts with purposeful planning\, join us and take the first step.
X-ALT-DESC;FMTTYPE=text/html:<p data-end="264" data-start="121">&nbsp\;</p>\n\n<p data-end="265" data-start="138"><span style="font-size:20px\;"><strong data-end="188" data-start="138">Keeping Businesses In Business Workshop Series</strong><br data-end="191" data-start="188" />\n<strong data-end="263" data-start="191">Workshop 7: <em data-end="224" data-start="205">Plan with Purpose</em> &ndash\; Building a Strong Financial Future</strong></span></p>\n\n<p data-end="329" data-start="267"><span style="font-size:16px\;"><strong data-end="329" data-start="267">Presented by </strong></span><strong><span style="font-size:16px\;"><a href="https://www.linkedin.com/in/ejjasonorsini/" target="_blank">Jason Orsini</a>\, <a href="https://www.edwardjones.com/us-en/financial-advisor/jason-orsini" target="_blank">Edward Jones</a> Financial&nbsp\;<span style="font-weight: 400\;">Advisor</span></span></strong></p>\n\n<p data-end="559" data-start="331"><span style="font-size:16px\;">Financial success isn&rsquo\;t just about how much you make\, it&rsquo\;s about how you plan. Whether you&rsquo\;re building wealth\, preparing for retirement\, or protecting your family&rsquo\;s future\, having a clear\, values-driven financial strategy is key.</span></p>\n\n<p data-end="876" data-start="561"><span style="font-size:16px\;">Join us for <em data-end="623" data-start="573">Workshop 7 in our <strong>Keeping Businesses In Business</strong></em><strong> </strong>series*\, where we&rsquo\;ll break down the core principles of effective financial planning. This session is designed to help entrepreneurs\, professionals\, and business owners gain clarity\, reduce financial stress\, and plan for long-term stability and success.</span></p>\n\n<h3 data-end="900" data-start="878"><strong><span style="font-size:16px\;">What You&rsquo\;ll Learn:</span></strong></h3>\n\n<ul data-end="1449" data-start="902">\n	<li data-end="1100" data-start="902">\n	<p data-end="1100" data-start="904"><span style="font-size:16px\;"><strong data-end="937" data-start="904">Goal-Based Financial Planning</strong> &ndash\; Define and prioritize your short-\, mid-\, and long-term financial goals. Learn how to align your investment decisions with life milestones and personal values.</span></p>\n	</li>\n	<li data-end="1276" data-start="1101">\n	<p data-end="1276" data-start="1103"><span style="font-size:16px\;"><strong data-end="1134" data-start="1103">Smart Retirement Strategies</strong> &ndash\; Explore your retirement options (401(k)\, IRA\, SEP) and understand how to build a sustainable income stream for the future\, starting today.</span></p>\n	</li>\n	<li data-end="1449" data-start="1277">\n	<p data-end="1449" data-start="1279"><span style="font-size:16px\;"><strong data-end="1306" data-start="1279">Protecting What Matters</strong> &ndash\; Discover how to manage risk through insurance\, estate planning\, and professional collaboration to safeguard your family and business wealth.</span></p>\n	</li>\n</ul>\n\n<p data-end="1638" data-start="1451"><span style="font-size:16px\;">This workshop will help you build the financial roadmap you need to move forward with confidence\, clarity\, and purpose\, whether you&#39\;re just getting started or fine-tuning a long-term plan.</span></p>\n\n<p data-end="1797" data-start="1640"><span style="font-size:16px\;"><strong data-end="1653" data-start="1643">Bonus:</strong><br data-end="1656" data-start="1653" />\nAttendees will receive a free planning checklist and resource guide to help you take immediate next steps toward a stronger financial future.</span></p>\n\n<h3 data-end="1821" data-start="1799"><strong><span style="font-size:16px\;">Who Should Attend:</span></strong></h3>\n\n<p data-end="2017" data-start="1822"><span style="font-size:16px\;">&#10004\; Business Owners &amp\; Entrepreneurs<br data-end="1858" data-start="1855" />\n&#10004\; Professionals in Growth Stages of Their Career<br data-end="1909" data-start="1906" />\n&#10004\; Individuals Planning for Retirement or Major Life Events<br data-end="1970" data-start="1967" />\n&#10004\; Anyone Seeking a Clearer Financial Strategy</span></p>\n\n<hr data-end="2022" data-start="2019" />\n<p data-end="2268" data-start="2024"><span style="font-size:16px\;"><strong data-end="2043" data-start="2024">Important Note:</strong><br data-end="2046" data-start="2043" />\nThis workshop is exclusively available to members of the North Orange County Chamber. While we continue working to expand program access through public funding\, these sessions remain a direct benefit to our valued members.</span></p>\n\n<p data-end="2383" data-start="2270"><span style="font-size:16px\;"><strong data-end="2292" data-start="2270">Seats are limited.</strong> A better financial future starts with purposeful planning\, join us and take the first step.</span></p>\n
LOCATION:North Orange County Chamber HQ 6601 Beach Blvd Buena Park\, CA 90621
UID:e.887.26280
SEQUENCE:3
DTSTAMP:20260415T094253Z
URL:http://nocchamber-gzcms.preview.gochambermaster.com/events/details/plan-with-purpose-building-a-strong-financial-future-workshop-26280
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