Plan with Purpose – Building a Strong Financial Future Workshop

Description

Keeping Businesses In Business Workshop Series
Workshop 7: Plan with Purpose – Building a Strong Financial Future

Presented by Jason Orsini, Edward Jones Financial Advisor

Financial 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.

Join 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.

What You’ll Learn:

• 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.

• 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.

• Protecting What Matters – Discover how to manage risk through insurance, estate planning, and professional collaboration to safeguard your family and business wealth.

This 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.

Bonus:
Attendees will receive a free planning checklist and resource guide to help you take immediate next steps toward a stronger financial future.

Who Should Attend:

✔ Business Owners & Entrepreneurs
✔ Professionals in Growth Stages of Their Career
✔ Individuals Planning for Retirement or Major Life Events
✔ Anyone Seeking a Clearer Financial Strategy

Important Note:
This 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.

Seats are limited. A better financial future starts with purposeful planning, join us and take the first step.