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From Business Growth to Exit: Protecting What You’ve Built

September 29, 2026 10:30 AM - 11:30 AM (PDT)

Description

Whether you're a new entrepreneur or an established business owner, understanding the financial side of business ownership is critical to long-term success. Join Brandon Perez, Financial Advisor with Merrill, for an educational session focused on the key principles of financial planning for business owners. You'll learn how to think strategically about personal and business wealth, retirement readiness, business protection, succession planning, and leaving a lasting legacy. 

This webinar is designed to provide valuable education, practical perspective, and the tools needed to make better financial decisions and engage in more meaningful conversations with your advisors and professional team.


Time

Via Zoom

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Contact Information

Menifee Valley Chamber of Commerce
Name: Jesica Davenport
Email: jesica@menifeevalleychamber.com
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