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Pasadena November Meeting
Thursday, November 11, 2021, 8:00 AM - 9:30 AM PDT
Category: Pasadena

A Discussion: Overcoming Business Hurdles 

Many people start their own business having high hopes for its success. As the business grows, unexpected hurdles start to pop up, slowing down that progress or stopping it altogether. business owners lean on books, podcasts, seminars and many other resources to get them through these obstacles. We will be focusing on a collective resolution. 

For this month, instead of a speaker, we decided to dissect a couple of our members' businesses. The members will talk about the obstacles they are currently facing and the group will then come together and offer possible solutions.

As a Certified Financial Planner (CFP) professional and Certified Wealth Strategist®
(CWS®), David Medina helps individuals achieve their financial goals through the use of
Evidence-Based Investing and Comprehensive Wealth Management. Also, as an Accredited
Investment Fiduciary (AIF) and Certified Plan Fiduciary Advisor (CPFA), he partners with
retirement plan sponsors to optimize plan design, share their fiduciary duty and create plan
efficiencies with the goal of improving outcomes for both employers and employees. In both of
these practice areas, he is passionate about helping to ensure broad diversification, reduce
expenses and manage taxes for the benefit of his clients.

Time will be set aside for attendee introductions, so using the video feature throughout the meeting is encouraged. Please watch the training and read the documents on the BP ZOOM Resource Center, so you are prepared for the meeting.

Cost: Free

When registering, please ensure you are choosing the correct meeting from the drop down menu.

RSVP HERE!