Salim Boutagy CFP®

Webinar – Built to Last: Financial Strategies for the Small Business Owner – 5/21/26

Join us on Thursday, May 21 at 1:00 PM for our financial wellness webinar, Built to Last: Financial Strategies for the Small Business Owner.

Hosted by Moneco senior level partner, Salim Boutagy, CFP®, this practical webinar is designed for current small business owners as well as those considering starting or growing a business.

We’ll cover the key financial pillars that support long-term success, from tax-efficient strategies and retirement planning to succession and exit readiness, so you can make confident, informed decisions for both your business and personal wealth.

Whether you’re building, scaling, or preparing for a future transition, you’ll gain actionable insights to help reduce risk, optimize cash flow, and create a sustainable financial strategy that extends beyond the business itself.

We encourage you to share this with friends, family, or anyone who may benefit. Register here to receive the link for May 21st: https://us06web.zoom.us/webinar/register/WN_1PJ4GkZgQ4efw4BiKI5a3Q