BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P3D REFRESH-INTERVAL:P3D CALSCALE:GREGORIAN BEGIN:VEVENT DTSTART:20260513T123000Z DTEND:20260513T133000Z X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:Small Business University Presents: Financial Planning - From Starting a Business to Succession Planning DESCRIPTION:Welcome to Small Business University\n\nThe Chamber's small business seminar series offering a fresh opportunity to learn\, connect\, and grow! Each session will feature expert insights from fellow Chamber members\, offering valuable tools\, tips\, and resources on a wide range of topics to help your business thrive. Whether you're just starting out or looking to level up\, these engaging\, information-packed seminars are designed with your success in mind.\nFinancial Planning - from starting a business to succession planning\n\n\n\nRunning a business means making constant financial decisions but are they all working together toward your long-term goals? Join us for an engaging and practical seminar designed specifically for small business owners looking to take a more strategic approach to their finances.\n\nIn this session\, we'll explore how comprehensive planning\, wealth management\, tax-efficient strategies\, and risk management can come together to strengthen your business and personal financial future. You'll gain insight into how to better protect what you've built\, uncover opportunities to improve efficiency\, and make more informed decisions with confidence.\n\nWhether you're planning for growth\, navigating uncertainty\, or simply looking to get more organized\, this seminar will provide valuable tools and perspectives you can put into action right away.\n\nPresented by Jacqueline Broberg\n\nI help high-earning families and professionals to build financial freedom\, protect their futures\, and provide education on generational wealth - without sacrificing the life they want to enjoy today. My path to financial advising began after years in higher education leadership. I'll never forget when a mentor said to me\, "It's okay to prioritize your financial future." Trusting our gut and following that advice\, my husband and I decided to pivot my career into holistic financial planning and become first-generation business owners\, and first-generation wealth builders That single sentence shifted the entire trajectory of our lives. Choosing this career wasn't just a job change: it was the turning point that allowed us to rebuild\, reset\, and rewrite our family's financial story. Now\, I help my clients do the same. X-ALT-DESC;FMTTYPE=text/html:Welcome to Small Business University
\nThe Chamber'\;s small business seminar series offering a fresh opportunity to learn\, connect\, and grow! Each session will feature expert insights from fellow Chamber members\, offering valuable tools\, tips\, and resources on a wide range of topics to help your business thrive. Whether you'\;re just starting out or looking to level up\, these engaging\, information-packed seminars are designed with your success in mind.\n

Financial Planning - from starting a business to succession planning
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\nRunning a business means making constant financial decisions&mdash\;but are they all working together toward your long-term goals? Join us for an engaging and practical seminar designed specifically for small business owners looking to take a more strategic approach to their finances.

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In this session\, we&rsquo\;ll explore how comprehensive planning\, wealth management\, tax-efficient strategies\, and risk management can come together to strengthen your business and personal financial future. You&rsquo\;ll gain insight into how to better protect what you&rsquo\;ve built\, uncover opportunities to improve efficiency\, and make more informed decisions with confidence.

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Whether you&rsquo\;re planning for growth\, navigating uncertainty\, or simply looking to get more organized\, this seminar will provide valuable tools and perspectives you can put into action right away.

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Presented by Jacqueline Broberg
\nI help high-earning families and professionals to build financial freedom\, protect their futures\, and provide education on generational wealth - without sacrificing the life they want to enjoy today. My path to financial advising began after years in higher education leadership. I&rsquo\;ll never forget when a mentor said to me\, &ldquo\;It&rsquo\;s okay to prioritize your financial future.&rdquo\; Trusting our gut and following that advice\, my husband and I decided to pivot my career into holistic financial planning and become first-generation business owners\, and first-generation wealth builders That single sentence shifted the entire trajectory of our lives. Choosing this career wasn&rsquo\;t just a job change: it was the turning point that allowed us to rebuild\, reset\, and rewrite our family&rsquo\;s financial story. \;Now\, I help my clients do the same. \;
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\n LOCATION:Greater Cape Ann Chamber of Commerce Conference Room or via Zoom Zoom link will be provided prior to event UID:e.2981.47086 SEQUENCE:3 DTSTAMP:20260427T202203Z URL:https://visit.rockportusa.com/events/details/small-business-university-presents-financial-planning-from-starting-a-business-to-succession-planning-47086 END:VEVENT END:VCALENDAR