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Can I Actually Retire? A Retirement Readiness Workshop for Business Owners

September 30, 2026 11:30 AM - 12:30 PM (PDT)

Description

Can I Actually Retire? A Retirement Readiness Workshop for Business Owners

Many business owners assume the business will fund retirement, but few know if they are truly retirement-ready. This workshop helps business owners at all stages evaluate retirement readiness, identify risks, estimate retirement income needs, and develop practical next steps.

Join Jonathan Obest, Financial Advisor at Modern Woodman for a 75-minute session to understand the difference between business value, net worth, and retirement readiness.

Many business owners assume the business will fund retirement, but few know if they are truly retirement-ready. This workshop helps business owners at all stages evaluate retirement readiness, identify risks, estimate retirement income needs, and develop practical next steps.

You Will:

- Understand the difference between business value, net worth, and retirement readiness.

- Identify the unique retirement risks business owners face, including business dependency and the Retirement Red Zone.

- Learn how inflows, outflows, and capital flows impact retirement planning and long-term financial independence.

- Calculate a preliminary retirement capital target using a practical retirement-income framework.


Time

11:15 AM: Check-in and open networking
11:30 AM: Presentation begins
12:15 AM: Open Networking

Pricing

Complimentary for Members

$20 for Non Members

Lunch Will Be Provided

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Contact Information

Name: Program Staff
Email: programs@irvinechamber.com
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