Navigating Business Tailwinds and Headwinds: A Financial Perspective

Description

Every business owner faces forces such as market volatility, taxes, revenue swings, and time,  that can either accelerate or stall their path to financial security. The challenge isn't avoiding these factors; it's knowing how to turn them into tailwinds instead of headwinds.

Join us for a joint session featuring Benjamin Filmore, ChFC, APMA of Skyeburst Wealth Management and Anna Ortiz, CPA of T&O Strategic Advisory, as they walk through the key factors affecting business owners during both the wealth-building and retirement phases of their lives.  
 
You'll hear about:

• How market volatility and timeframe can work in your favor — or against you — depending on your strategy
• Why proactive tax planning and current, accurate bookkeeping are the foundation for smart financial decisions
• How to use your business's financial data to spot downturns early and protect your retirement savings
• Practical steps to align your business decisions with your long-term financial goals

 
Whether you're actively growing your business or starting to plan your transition into retirement, this session will give you a clearer picture of the forces at play — and the tools to respond to them with confidence.

Presenters:

Anna Ortiz is the co-owner of T&O Strategic Advisory, a full-service virtual accounting firm offering bookkeeping, accounting, tax preparation, tax planning and fractional CFO services to business owners.   Anna graduated Northeastern University in 2001 with a degree in Finance and has worked as an accountant ever since, becoming a CPA in 2018. Before co-founding T&O Strategic Advisory, Anna was the owner of North Shore Accounting Services, where she focused on helping service-based businesses make sense of their numbers,  and achieve their business goals by providing quality accounting, tax and advisory services. Anna previously hosted the Growth Advisory Podcast. 




Benjamin R. Filmore ChFC®, APMA® Financial Advisor Skyeburst Wealth Management As a seasoned professional with over 25 years of experience in finance I focus on helping clients grow and protect their wealth through a client centric, relationship-first approach, leveraging strategic partnerships to provide well-rounded financial guidance.








The Chamber Business Lab is a member-led educational series that showcases the knowledge and expertise of chamber members. Each session offers practical insights and fresh perspectives on today's business challenges while creating opportunities to learn from fellow professionals in our business community.