Broker Check
20 Aug
Smart Business Owner Moves - Afternoon

Description

Practical strategies. Meaningful conversations. Smarter business decisions.

Join Benny Perez, Robert Howard and Stephen White at the Open Road Restaurant in Reston, Virginia for an event designed specifically for business owners. Enjoy complimentary hors d'oeuvres and beverages while connecting with experienced professionals in a relaxed setting. Explore key financial and business considerations that may impact your company and discover ideas to help you make more informed decisions.

What We'll Discuss:

  • Common financial considerations business owners often overlook
  • How various taxes can affect your business and bottom line
  • Strategies to help manage cash flow more effectively
  • Ways to help protect your company and support continuity
  • Key elements that support long-term growth and success
  • Business valuation and exit planning considerations

Join the Conversation

Whether you're growing your business, preparing for a future transition, or simply looking to better understand the financial considerations that come with business ownership, join us for a relaxed opportunity to connect with professionals and explore practical business and financial topics.

Reserve your seat today. Seating is limited.

Date and Time

Thu, Aug 20, 2026

12:00p - 1:00p EST

Location

Open Road Restaurant and Bar

1871 Fountain Drive
Suite 300
Reston , VA 20190

Note

Heirloom Lounge

View on Map
PT1H

Benjamin J. Perez and Robert G. Howard are Investment Adviser Representatives and investment advisory services are offered solely by ESI Financial Advisors. Stephen White is a Registered Representative of, and security services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 10472 Armstrong Street, Fairfax VA 22030, 866-868-1492. Cornerstone Advisor Group is independent of ESI Financial Advisors and Equity Services, Inc. Registered Representatives and Investment Adviser Representatives do not offer tax or legal advice. Tax advice is offered through CAG Tax Services, LLC and independently of Cornerstone Advisor Group, LLC and its representatives. Legal advice is offered independently of all entities listed. For advice regarding your individual circumstances, please contact your qualified tax or legal professional. TC9066201(0826)  

Event Registration

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