Running a successful business means balancing day-to-day operations with planning for the future. Join us for an intimate, interactive lunch-and-learn designed for business owners:

• Retirement Plan Options (CalSavers vs. 401(k)s – high-level overview): Understand the differences, benefits, and key considerations for your business and employees. (Presented by Anna Anderson, CPFA)

• Business Financial Review Success: Learn why regular financial checkups are so important—especially as year-end approaches. Discover common mistakes that can hold businesses back and practical tips for managing monthly reviews. (Presented by Jennine Morel,  Accountant)

Each presenter will give a brief overview, followed by time for questions and discussion. The session will last about an hour, giving you the chance to gain insights without taking up your whole day.

Lunch Provided: Enjoy a light, convenient lunch during the session so you can relax, network, and focus on the discussion.

Space is limited to 10 participants — reserve your spot today to ensure your place at this interactive session!