David Shoup
Business Attorney
Legal structures, liability protection and risk management for business owners.
AN EXCLUSIVE PANEL WORKSHOP FOR ESTABLISHED BUSINESS OWNERS
The Business Owner's Wealth Blueprint
Protect. Preserve. Profit. Plan.
Your business may be growing, but is it working as hard as it could for your financial future? Join four experienced professionals for practical ideas to increase profitability, reduce exposure to risk, and turn business success into lasting personal wealth.
📅 Monday, November 2, 2026
🕙 10:00 AM – 11:30 AM
Holiday Inn Express
2461 Hospitality Pl.
Murrieta, CA 92562
Register for the Workshop
In just 90 minutes, discover opportunities you may be overlooking and connect with advisors who understand the challenges of business ownership.
AN EXCLUSIVE PANEL WORKSHOP FOR
ESTABLISHED BUSINESS OWNERS
The Business Owner's Wealth Blueprint
Protect. Preserve. Profit. Plan.
Your business may be growing, but is it working as hard as it could for your financial future? Join four experienced professionals for practical ideas to increase profitability, reduce exposure to risk, and turn business success into lasting personal wealth.
Monday, November 2, 2026
🕙 10:00 AM – 11:30 AM
Holiday Inn Express
2461 Hospitality Pl.
Murrieta, CA 92562
Reserve Your Seat!
In just 90 minutes, discover opportunities you may be overlooking and connect with advisors who understand the challenges of business ownership.
AN EXCLUSIVE PANEL WORKSHOP FOR ESTABLISHED BUSINESS OWNERS
The Business Owner's Wealth Blueprint
Protect. Preserve. Profit. Plan.
Your business may be growing, but is it working as hard as it could for your financial future? Join four experienced professionals for practical ideas to increase profitability, reduce exposure to risk, and turn business success into lasting personal wealth.
Monday, November 2, 2026
🕙 10:00 AM – 11:30 AM
Holiday Inn Express
2461 Hospitality Pl.
Murrieta, CA 92562
Register for the Workshop
In just 90 minutes, discover opportunities you may be overlooking and connect with advisors who understand the challenges of business ownership.
Four Experts. One Coordinated Strategy.
Successful business owners make important legal, workforce, tax and financial decisions every day. These four professionals will show how those decisions connect and where a coordinated approach can make a real difference.
Mike Hayden
HR & Payroll Professional
Workforce costs, employee retention, payroll processes and compliance.
Tae Kim, CPA
Certified Public Accountant
Tax preparation, proactive tax planning, cash flow and business profitability.
Jared Johnson
Financial Planning Professional
Personal wealth strategies, retirement planning and long term financial goals.
David Shoup
Business Attorney
Legal structures, liability protection and risk management for business owners.
Mike Hayden
HR & Payroll Professional
Workforce costs, employee retention, payroll processes and compliance.
Tae Kim, CPA
Certified Public Accountant
Tax preparation, proactive tax planning, cash flow and business profitability.
Jared Johnson
Financial Planning Professional
Personal wealth strategies, retirement planning and long term financial goals.
What You'll Learn
Walk away with practical questions to ask, opportunities to explore and next steps you can evaluate for your own business.
01 · Protect Your Business
Explore how the right business entity, up-to-date agreements and thoughtful risk management can help protect both the company and the assets you have worked to build.
02 · Optimize Your Workforce
Learn where inefficient processes and preventable compliance issues can drive up workforce costs, and how stronger HR and payroll practices can support a more stable team.
03 · Improve Profitability
Discover why waiting until tax season can mean missed planning opportunities, and learn how tax decisions, cash flow and financial visibility affect what your business keeps.
04 · Build Long Term Wealth
During this workshop, we'll show you how to connect today’s business decisions with personal financial goals, retirement preparation and a plan for building wealth beyond the company itself.
A Focused, Interactive 90 Minute Experience
We designed this event to go beyond a typical presentation. You will hear concise expert insights, participate in a candid panel discussion and have a chance to ask the questions most relevant to you.
PART 1
Expert Presentations
Four focused presentations, each 10 to 15 minutes, highlight important decisions, common blind spots and practical opportunities for established business owners.
PART 2
Live Panel Discussion
Bring your questions as the advisors discuss how business law, HR, tax planning and personal finances influence one another.
PART 3
Individual Conversations
After the panel, connect with the advisor whose topic matters most to you for a more specific conversation about your next steps.
PART 1
Expert Presentations
Four focused presentations, each 10 to 15 minutes, highlight important decisions, common blind spots and practical opportunities for established business owners.
PART 2
Live Panel Discussion
Bring your questions as the advisors discuss how business law, Human Resources, tax planning and personal finances influence one another.
PART 3
Individual Answers
After the panel, you'll have the opportunity to connect with the advisor whose topic matters most to you for a specific conversation about your next steps.