UGROW Business Series 2025 Session #3: "Turn Accounting, Tax & Wealth into Real Growth"
Name:
UGROW Business Series 2025 Session #3: "Turn Accounting, Tax & Wealth into Real Growth"
Date:
September 16, 2025
Time:
11:30 AM - 1:30 PM EDT
Website:
http://www.delraybeach.com
Registration:
Register Now
Event Description:
Welcome to our NEW 2025 Chamber program titled UGROW Business Series. Register each quarter for education, networking, lunch and discussion. Each meeting will be built on four important pillars essential for business growth. Classes will be held Wednesday, January 15th, (Business Plan & Scale), Wednesday, April 16th (Legal & Capital Essentials), Tuesday, September 16th (Accounting & Financial Planning) and Tuesday, December 9th(Marketing & Branding), 11:30am-1:30pm. Join us for education by local business experts, gain access to a list of “Trusted Partners” for business growth, share your business pain points, and take away essential action steps to implement into your business. Plus enjoy a delicious lunch by Hawkers Asian Street Food Restaurant, our UGROW Lunch Sponsor!
September UGROW Mastermind: Where Ambitious Owners Turn Accounting, Tax & Wealth Planning Into Real Growth
Focus: Accounting, Tax Planning & Wealth Management
Speakers: Pishoy Fahmi/PNF Accounting & Advisors and Jack Lansing/Lansing Hutcheon Wealth Management UBS
Are you an entrepreneur navigating your launch, scaling your impact, or preparing for a successful exit? UGROW is created for businesses at EVERY stage and is centered on what really moves the needle: accounting, tax planning, and wealth management.
What’s Different About UGROW?
2025 Sponsors:
PNF Accountants & Advisors - Headline Sponsor
Weinstein Wealth Insurance Solutions – Water Sponsor
ATI Restoration - Water Sponsor
iTHINK Financial – Seed Sponsor
Willow & Palm Construction – Seed Sponsor
Grimes Events & Party Tents – Seed Sponsor
AW Concierge -- Seed Sponsor
Hawkers Asian Street Food Restaurant – Lunch Sponsor
September UGROW Mastermind: Where Ambitious Owners Turn Accounting, Tax & Wealth Planning Into Real Growth
Focus: Accounting, Tax Planning & Wealth Management
Speakers: Pishoy Fahmi/PNF Accounting & Advisors and Jack Lansing/Lansing Hutcheon Wealth Management UBS
Are you an entrepreneur navigating your launch, scaling your impact, or preparing for a successful exit? UGROW is created for businesses at EVERY stage and is centered on what really moves the needle: accounting, tax planning, and wealth management.
What’s Different About UGROW?
- Mastermind, Not Lecture: Connect with other business leaders on the same journey, brainstorm solutions to real-world problems, and leave theory behind.
- Collaboration at Every Level: Whether you’re setting up your first chart of accounts, managing growing profits, or planning a lucrative exit, you’ll collaborate with peers and experts for actionable ideas—not just “advice.”
- Practical, Stage-Specific Takeaways:
- Startup phase? Get early accounting right, separate personal and business finances, and find simple tax wins.
- Growth phase? Discover profit-maximizing tax strategies, compensation frameworks, and business protection plans.
- Exit phase? Prepare your business for due diligence, minimize exit taxes, and craft a wealth-transfer plan.
- Tools & Frameworks: Walk away with checklists, templates, and strategies that drive results, not just notes.
- No boring lectures - just breakthrough strategies and peer collaboration.
- Insights from experienced owners and advisors on accounting, tax, and building personal wealth.
- Tools, frameworks, and connections for instant implementation at every business stage.
2025 Sponsors:
PNF Accountants & Advisors - Headline Sponsor
Weinstein Wealth Insurance Solutions – Water Sponsor
ATI Restoration - Water Sponsor
iTHINK Financial – Seed Sponsor
Willow & Palm Construction – Seed Sponsor
Grimes Events & Party Tents – Seed Sponsor
AW Concierge -- Seed Sponsor
Hawkers Asian Street Food Restaurant – Lunch Sponsor
Event Media:
