Small Business Solutions Seminar
Location: Asheville Office
Join Trailhead Financial Group for a practical and thoughtful Small Business Solutions Seminar led by Financial Advisor Jennie Wells, CEPA®️, designed for business owners who want greater clarity around the financial decisions that shape both their business and personal lives.
This session is for owners who are deeply involved in their businesses and want to be intentional about how those businesses support their goals — now and in the future. Jennie will guide a structured conversation around how owners can reduce uncertainty, strengthen decision‑making, and create flexibility as their business, responsibilities, and priorities evolve.
Rather than focusing on a single end goal, the discussion centers on building a business that functions well today while remaining adaptable over time — addressing topics such as how dependent the business is on the owner, how personal and business finances intersect, and how to think about growth, protection, and continuity in a coordinated way.
The emphasis is on understanding trade‑offs, identifying pressure points, and recognizing where small, thoughtful adjustments can meaningfully improve both business resilience and personal confidence. No jargon. No product‑driven agenda. Just clear frameworks that help owners see the full picture and make informed choices.
Whether you’re early in your ownership journey or running an established practice, you’ll leave with perspective, complimentary resources, and a few clear action steps tailored to your situation — practical, realistic, and immediately applicable.
Come ready to learn, ask questions, and engage in a focused conversation with other local business owners in a welcoming, low‑pressure environment.
Feel free to invite a business partner or colleague — these conversations are often even more valuable when shared.
Complimentary wine and hors d'oeuvres will be served.
Seats are limited. Register to RSVP.
No products will be sold.
You can register to the event at this link https://www.eventbrite.com/e/small-business-solutions-tickets-1984881888159?aff=oddtdtcreator
No products will be sold.