Small Business University Presents: Financial Planning - From Starting a Business to Succession Planning
Date and Time
Wednesday May 13, 2026
8:30 AM - 9:30 AM EDT
Location
Greater Cape Ann Chamber of Commerce
Conference Room or via Zoom
Zoom link will be provided prior to event
Fees/Admission
FREE for Chamber members
$15 Registration fee for non-members
Registration required
Website
Contact Information
Colleen Murdock
Send Email
Description
Welcome to Small Business University
The Chamber's small business seminar series offering a fresh opportunity to learn, connect, and grow! Each session will feature expert insights from fellow Chamber members, offering valuable tools, tips, and resources on a wide range of topics to help your business thrive. Whether you're just starting out or looking to level up, these engaging, information-packed seminars are designed with your success in mind.
Financial Planning - from starting a business to succession planning
Running a business means making constant financial decisions—but are they all working together toward your long-term goals? Join us for an engaging and practical seminar designed specifically for small business owners looking to take a more strategic approach to their finances.
In this session, we’ll explore how comprehensive planning, wealth management, tax-efficient strategies, and risk management can come together to strengthen your business and personal financial future. You’ll gain insight into how to better protect what you’ve built, uncover opportunities to improve efficiency, and make more informed decisions with confidence.
Whether you’re planning for growth, navigating uncertainty, or simply looking to get more organized, this seminar will provide valuable tools and perspectives you can put into action right away.
Presented by Jacqueline Broberg
I help high-earning families and professionals to build financial freedom, protect their futures, and provide education on generational wealth - without sacrificing the life they want to enjoy today. My path to financial advising began after years in higher education leadership. I’ll never forget when a mentor said to me, “It’s okay to prioritize your financial future.” Trusting our gut and following that advice, my husband and I decided to pivot my career into holistic financial planning and become first-generation business owners, and first-generation wealth builders That single sentence shifted the entire trajectory of our lives. Choosing this career wasn’t just a job change: it was the turning point that allowed us to rebuild, reset, and rewrite our family’s financial story. Now, I help my clients do the same.
